Back to RWA WEALTH PARTNERS, LLC

AGG
Showing 8 of 9 quarters

Position history for RWA WEALTH PARTNERS, LLC's holdings in ISHARES TR

RWA WEALTH PARTNERS, LLC holds 8.6M shares of AGG (ISHARES TR), worth $858.3M as of 2026-Q1. The position was increased (+8.3% shares). AGG represents 9.4% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$858.3M

Current Shares

8.6M

Total Value Change

+$853.4M

Total Shares Change

+8.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
8.6M
+8.3%
$858.3M9.4%$100.57
67
2025-Q4
Increased
8M
+11.8%
$797.6M8.7%$99.80
69
2025-Q3
Increased
7.1M
+7.7%
$716.1M8.1%$98.64
66
2025-Q2
Increased
6.6M
+35.0%
$658.2M8.2%$96.25
79
2025-Q1
Increased
4.9M
+8534.9%
$486.3M6.1%$95.24
98
2024-Q4
Decreased
56,936
-30.4%
$5.5M0.1%$92.99
0
2024-Q3
Increased
81,821
+61.4%
$8.3M0.1%$96.07
47
2024-Q2
Increased
50,711
+52.1%
$4.9M0.1%$91.03
38

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used