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Ishares Tr s^p aggr all shares owned by TrueNorth

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

Historical chart of TrueNorth 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 TrueNorth 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 TrueNorth

Quarter filed Position value Share count Share price at filing
2025-09-30 $410k 5.0k 81.39
2025-06-30 $887k 11k 80.65
2025-03-31 $689k 9.3k 73.79
2024-12-31 $692k 9.4k 73.90

More positions owned by TrueNorth

Vanguard Large Cap Etf (VV)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)
Ishares Tr Kld 400 Social Index Etf (DSI)
Schwab US Large-Cap ETF Etf (SCHX)
Vanguard Esg International Stock Etf Etf (VSGX)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Vanguard Total International Stock Etf Etf (VXUS)
JPMorgan Core Plus Bond ETF Etf (JCPB)
Invesco BulletShares 2030 Corp Bd ETF Etf (BSCU)
Invesco BulletShares 2029 Corp Bd ETF Etf (BSCT)
Schwab US Broad Market ETF Etf (SCHB)
SPDR S&P 500 ETF Trust Etf (SPY)
Schwab US Dividend Equity ETF Etf (SCHD)
Vanguard Total Bond Market ETF Etf (BND)

View all positions for TrueNorth

Top funds holding Ishares Tr s^p aggr all

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

View all funds holding Ishares Tr s^p aggr all