iShares S&P Conservative Allocatn Fd ETF shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess 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 Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $343k | 8.5k | 40.13 |
| 2024-06-30 | $294k | 8.0k | 36.92 |
| 2024-03-31 | $244k | 6.6k | 36.82 |
| 2023-12-31 | $242k | 6.7k | 36.15 |
| 2023-09-30 | $316k | 9.3k | 33.96 |
| 2022-09-30 | $265k | 8.1k | 32.60 |
| 2022-06-30 | $281k | 8.1k | 34.58 |
| 2022-03-31 | $262k | 7.0k | 37.68 |
| 2021-12-31 | $805k | 20k | 40.03 |
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