iShares S&P Conservative Allocatn Fd ETF shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares S&P Conservative Allocatn Fd ETF
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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 11k | 40.16 |
| 2025-06-30 | $508k | 13k | 39.07 |
| 2025-03-31 | $513k | 14k | 37.63 |
| 2024-12-31 | $534k | 14k | 37.30 |
| 2024-09-30 | $573k | 15k | 38.66 |
| 2024-06-30 | $1.3M | 36k | 36.93 |
| 2024-03-31 | $1.5M | 40k | 36.82 |
| 2023-12-31 | $4.7M | 131k | 35.97 |
| 2023-09-30 | $14M | 405k | 33.96 |
| 2023-06-30 | $6.5M | 183k | 35.24 |
| 2023-03-31 | $7.0M | 199k | 34.96 |
| 2022-12-31 | $6.7M | 198k | 33.61 |
| 2022-09-30 | $7.4M | 228k | 32.62 |
| 2022-06-30 | $8.1M | 233k | 34.57 |
| 2022-03-31 | $10M | 266k | 37.67 |
| 2021-12-31 | $8.3M | 208k | 40.01 |
| 2021-09-30 | $6.8M | 173k | 39.50 |
| 2021-06-30 | $4.1M | 102k | 39.80 |
| 2021-03-31 | $3.8M | 99k | 38.65 |
| 2020-12-31 | $3.9M | 99k | 38.75 |
| 2020-09-30 | $3.5M | 95k | 37.16 |
| 2020-06-30 | $2.9M | 80k | 36.41 |
| 2020-03-31 | $2.1M | 61k | 33.79 |
| 2019-12-31 | $12M | 325k | 36.24 |
| 2019-09-30 | $4.4M | 123k | 35.66 |
| 2019-06-30 | $1.8M | 52k | 35.38 |
| 2019-03-31 | $525k | 15k | 34.54 |
| 2018-09-30 | $215k | 6.3k | 34.27 |
| 2018-03-31 | $210k | 6.1k | 34.20 |
| 2017-12-31 | $242k | 7.0k | 34.62 |
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