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Ishares Tr s^p aggr all shares owned by Sightline Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Sightline Wealth Advisors from 13F filings

Historical chart of Sightline Wealth Advisors investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by Sightline 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 Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 2.6k 88.14
2025-06-30 $218k 2.6k 83.39
2023-06-30 $204k 3.2k 63.59
2022-03-31 $206k 3.0k 68.87
2021-12-31 $252k 3.4k 73.09
2021-09-30 $334k 4.8k 69.73
2021-06-30 $384k 5.4k 70.74
2021-03-31 $357k 5.3k 67.04
2020-12-31 $331k 5.2k 64.27