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iShares S&P Conservative Allocatn Fd ETF shares owned by Napa Wealth Management

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

Historical chart of Napa Wealth Management 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 Napa Wealth Management 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $221k 6.1k 36.15

More positions owned by Napa Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Intel Corporation (INTC)
Simon Property (SPG)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Amgen (AMGN)
International Business Machines (IBM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
MetLife (MET)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Napa Wealth Management

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
Archvest Wealth Advisors

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