Spotlight Asset Group, Inc. / AGG
Spotlight Asset Group, Inc.’s Ishares Tr Position
Does Spotlight Asset Group, Inc. own Ishares Tr (AGG)? Yes — 56.0K shares worth $5M (+3.80% of its 13F portfolio) as of Q2 2024, down from 59.9K shares the prior filed quarter.
Position Value
$5M
Q2 2024
Shares
56.0K
% of Portfolio
+3.80%
Quarters Held
14
currently held
Position History AGG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 56.0K | $5M | +3.80% |
| Q1 2024 | 59.9K | $6M | +4.20% |
| Q4 2023 | 65.2K | $6M | +5.56% |
| Q3 2023 | 65.2K | $6M | +5.56% |
| Q2 2023 | 66.9K | $7M | +5.87% |
| Q1 2023 | 36.6K | $3M | +3.42% |
| Q3 2022 | 36.6K | $3M | +3.42% |
| Q3 2021 | 124.4K | $14M | +7.12% |
| Q2 2021 | 176.5K | $20M | +7.84% |
| Q1 2021 | 254.7K | $29M | +10.90% |
| Q4 2020 | 279.6K | $33M | +12.29% |
| Q3 2020 | 263.9K | $31M | +12.24% |
| Q2 2020 | 273.7K | $32M | +13.56% |
| Q1 2020 | 103.1K | $12M | +6.33% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spotlight Asset Group, Inc.’s full portfolio or all institutional holders of AGG.