Ishares Tr core intl aggr shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group 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 Summit Wealth Group 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 Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 72k | 51.82 |
| 2024-06-30 | $3.7M | 74k | 49.92 |
| 2024-03-31 | $3.8M | 76k | 49.95 |
| 2023-12-31 | $3.9M | 78k | 49.79 |
| 2023-09-30 | $1.1M | 23k | 48.76 |
| 2023-06-30 | $1.2M | 24k | 49.28 |
| 2023-03-31 | $26k | 1.3M | 0.02 |
| 2022-12-31 | $3.8M | 80k | 47.55 |