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iShares S&P Conservative Allocatn Fd ETF shares owned by Archvest Wealth Advisors

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

Historical chart of Archvest Wealth 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 Archvest Wealth 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 Archvest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 87k 36.15
2023-09-30 $3.5M 104k 33.96
2023-06-30 $3.9M 110k 35.24
2023-03-31 $3.7M 107k 34.96
2022-12-31 $3.4M 101k 33.61
2022-09-30 $2.8M 86k 32.62
2022-06-30 $2.8M 81k 34.57
2022-03-31 $3.1M 81k 37.67
2021-12-31 $3.4M 84k 40.01