Ishares Tr s^p aggr all shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 37k | 73.46 |
| 2023-12-31 | $2.5M | 37k | 69.05 |
| 2023-09-30 | $2.2M | 35k | 63.49 |
| 2023-06-30 | $2.3M | 34k | 66.34 |
| 2023-03-31 | $2.0M | 31k | 63.59 |
| 2022-12-31 | $1.8M | 30k | 59.75 |
| 2022-09-30 | $1.7M | 31k | 55.44 |
| 2022-06-30 | $1.8M | 31k | 59.88 |
| 2022-03-31 | $2.1M | 31k | 68.94 |
| 2021-12-31 | $2.2M | 31k | 72.83 |
| 2021-09-30 | $2.3M | 32k | 69.83 |
| 2021-06-30 | $2.4M | 34k | 70.64 |
| 2021-03-31 | $2.5M | 37k | 66.92 |
| 2020-12-31 | $2.5M | 39k | 64.17 |
| 2020-09-30 | $2.4M | 41k | 58.00 |
| 2020-06-30 | $2.2M | 40k | 54.89 |
More positions owned by Steel Peak Wealth Management
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