Ishares Tr s^p aggr all shares owned by Wealthquest
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest 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 Wealthquest consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr s^p aggr all by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $697k | 10k | 69.05 |
| 2023-09-30 | $810k | 13k | 63.49 |
| 2023-06-30 | $985k | 15k | 66.34 |
| 2023-03-31 | $899k | 14k | 63.59 |
| 2022-12-31 | $804k | 14k | 59.75 |
| 2022-09-30 | $701k | 13k | 55.38 |
| 2022-06-30 | $746k | 13k | 59.85 |
| 2022-03-31 | $1.0M | 14k | 72.80 |
| 2021-12-31 | $1.0M | 14k | 72.80 |
| 2021-09-30 | $1.2M | 17k | 69.77 |
| 2021-06-30 | $1.5M | 21k | 70.62 |
| 2021-03-31 | $1.5M | 22k | 66.91 |
| 2020-12-31 | $880k | 14k | 64.15 |
| 2020-09-30 | $752k | 13k | 57.94 |
| 2020-06-30 | $670k | 12k | 54.82 |
| 2019-12-31 | $589k | 10k | 57.94 |
| 2019-09-30 | $527k | 9.6k | 54.88 |
| 2019-06-30 | $600k | 11k | 55.12 |
| 2019-03-31 | $611k | 11k | 53.49 |
| 2018-12-31 | $568k | 12k | 48.54 |
| 2015-09-30 | $200k | 4.6k | 43.55 |
| 2015-06-30 | $213k | 4.5k | 47.51 |
| 2015-03-31 | $212k | 4.5k | 47.53 |