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Ishares Tr core intl aggr shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core intl aggr held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core intl aggr by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 47k 51.23
2025-06-30 $4.5M 88k 51.09

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American Centy Etf Tr Us Eqt Etf (AVUS)
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Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Ishares Tr core intl aggr

Envestnet Asset Management
Jpmorgan Chase & Co
BlackRock
Financial Engines Advisors L.L.C
LPL Financial
Matson Money
Bnp Paribas Investment Partners
WealthNavi
Morgan Stanley
Mather Group
Ameriprise Financial
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
CWM
Cetera Investment Advisers

View all funds holding Ishares Tr core intl aggr