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iShares S&P Conservative Allocatn Fd ETF shares owned by REDW Stanley Financial Advisors

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by REDW Stanley Financial Advisors from 13F filings

Historical chart of REDW Stanley Financial Advisors 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 REDW Stanley Financial Advisors 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 REDW Stanley Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $614k 17k 36.83
2023-12-31 $602k 17k 36.15

More positions owned by REDW Stanley Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Real Estate Etf (VNQ)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)

View all positions for REDW Stanley Financial Advisors

Top funds holding iShares S&P Conservative Allocatn Fd ETF

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

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