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iShares S&P Conservative Allocatn Fd ETF shares owned by Harwood Advisory

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Harwood Advisory from 13F filings

Historical chart of Harwood Advisory investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by Harwood Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Harwood Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $761k 21k 36.15
2023-09-30 $764k 23k 33.96
2023-06-30 $852k 24k 34.91
2023-03-31 $962k 28k 34.92
2022-12-31 $1.1M 30k 34.90
2022-09-30 $1.1M 34k 32.44
2022-06-30 $1.5M 41k 35.46
2022-03-31 $1.7M 46k 37.68
2021-12-31 $2.4M 61k 39.00
2021-09-30 $2.9M 73k 39.50
2021-06-30 $3.1M 79k 39.79
2021-03-31 $3.6M 93k 38.64
2020-12-31 $4.9M 127k 38.75
2020-09-30 $6.9M 185k 37.16
2020-06-30 $18M 481k 36.41
2020-03-31 $16M 494k 33.28
2019-12-31 $17M 472k 36.24
2019-09-30 $17M 463k 35.66
2019-06-30 $16M 441k 35.39
2019-03-31 $14M 419k 34.52
2018-12-31 $14M 417k 32.73
2018-09-30 $15M 428k 34.19
2018-06-30 $13M 370k 33.98
2018-03-31 $11M 325k 34.26
2017-12-31 $10M 289k 34.65
2017-09-30 $8.7M 254k 34.48
2017-06-30 $6.7M 197k 33.98
2017-03-31 $5.6M 168k 33.33
2016-12-31 $4.4M 135k 32.53
2016-09-30 $5.2M 155k 33.38
2016-06-30 $4.7M 143k 32.81

More positions owned by Harwood Advisory

Invesco Qqq Tr Unit Ser 1 (QQQ)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Indexiq Etf Tr Hedge Mlti Etf (QAI)

View all positions for Harwood Advisory

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
LPL Financial
Lido Advisors
BlackRock
Bank of America Corporation
Wells Fargo & Company
Curran Financial Partners
Weaver Consulting Group
National Bank Of Canada /fi/
Investment Advisory Group
WNY Asset Management
AE Wealth Management
Cambridge Investment Research Advisors
Advisor Group Holdings
Thrive Capital Management

View all funds holding iShares S&P Conservative Allocatn Fd ETF