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Ishares Tr s^p aggr all shares owned by Westshore Wealth

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

Historical chart of Westshore Wealth 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 Westshore Wealth 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 Westshore Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $277k 3.7k 74.78

More positions owned by Westshore Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Servicenow (NOW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Westshore Wealth

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Mesirow Financial Investment Management International Equity
LPL Financial
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Wells Fargo & Company
Commonwealth Equity Services
Legacy Financial Group
Morgan Stanley
GeoWealth Management
Ellenbecker Investment Group

View all funds holding Ishares Tr s^p aggr all