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Ishares Tr s^p aggr all shares owned by Smith Partners Wealth Management

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

Historical chart of Smith Partners Wealth Management 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 Smith Partners Wealth Management 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 Smith Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $366k 4.1k 89.56

More positions owned by Smith Partners Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Smith Partners Wealth Management

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
Assetmark
LPL Financial
Jim Saulnier & Associates
Ellenbecker Investment Group
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
Cambridge Investment Research Advisors
Foundations Investment Advisors
Warren Averett Asset Management
Cetera Investment Advisers
LBMC Investment Advisors
Patton Albertson & Miller
Kestra Advisory Services

View all funds holding Ishares Tr s^p aggr all