1 North Wealth Services »

iShares S&P Conservative Allocatn Fd ETF shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services 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 1 North Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $48k 1.2k 40.16
2025-06-30 $72k 1.8k 39.07

More positions owned by 1 North Wealth Services

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Jpmorgan Usd Emg (EMB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Globl Cash Etf (GCOW)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

View all positions for 1 North Wealth Services

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Morgan Stanley
Lido Advisors
Curran Financial Partners
Weaver Consulting Group
Investment Advisory Group
Cetera Investment Advisers
Wells Fargo & Company
Visionary Wealth Advisors
Cambridge Investment Research Advisors
Foundations Investment Advisors
Private Advisor
Legacy Capital Wealth Partners
David R. Rahn Inc. dba Avalon Capital Management

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