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

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

Historical chart of Aprio 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 Aprio 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 Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.8M 69k 40.33

More positions owned by Aprio Wealth Management

Capital Group Growth Etf Shs Creat Unit (CGGR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)
Capital Group Core Balanced SHS (CGBL)
Dimensional Etf Trust Intl High Profit (DIHP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Microsoft Corporation (MSFT)

View all positions for Aprio Wealth Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Strategic Investment Solutions
Elevation Capital Advisory
Curran Financial Partners
Cetera Investment Advisers
One Capital Management
Cambridge Associates
Bank of America Corporation
Investment Advisory Group
Weaver Consulting Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Wells Fargo & Company
Hershey Financial Advisers

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