Ishares Tr s^p aggr all shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Ishares Tr s^p aggr all
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All positions including Ishares Tr s^p aggr all held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr s^p aggr all by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $266k | 3.9k | 69.05 |
| 2023-09-30 | $245k | 3.9k | 63.49 |
| 2023-06-30 | $247k | 3.7k | 66.34 |
| 2023-03-31 | $231k | 3.6k | 63.59 |
| 2022-12-31 | $207k | 3.5k | 59.75 |
| 2022-06-30 | $284k | 4.7k | 59.93 |
| 2022-03-31 | $277k | 4.0k | 68.92 |