Ishares Tr s^p aggr all shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 88.14 |
| 2025-06-30 | $1.3M | 16k | 83.40 |
| 2025-03-31 | $1.2M | 16k | 76.50 |
| 2024-12-31 | $1.2M | 15k | 76.61 |
| 2024-09-30 | $1.2M | 15k | 78.91 |
| 2024-06-30 | $1.1M | 15k | 74.78 |
| 2024-03-31 | $1.1M | 15k | 73.46 |
| 2023-12-31 | $1.0M | 15k | 69.05 |
| 2023-09-30 | $946k | 15k | 63.49 |
| 2023-06-30 | $812k | 12k | 66.34 |
| 2023-03-31 | $747k | 12k | 63.59 |
| 2022-12-31 | $684k | 11k | 59.75 |
More positions owned by Worth Financial Advisory Group
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