Benjamin Edwards »

iShares S&P Conservative Allocatn Fd ETF shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in iShares S&P Conservative Allocatn Fd ETF

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All positions including iShares S&P Conservative Allocatn Fd ETF held by Benjamin Edwards 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 Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 5.7k 40.14

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPMB)
Ishares Tr Core S&p Us Gwt (IUSG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amphenol Corp Cl A (APH)
Spdr Series Trust State Street Spd (SPYV)
Broadcom (AVGO)
World Gold Tr Spdr Gld Minis (GLDM)
Abbvie (ABBV)
Costco Wholesale Corporation (COST)

View all positions for Benjamin Edwards

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
Valpey Financial Services
Raymond James Financial
Strategic Investment Solutions
BlackRock
Cetera Investment Advisers
Curran Financial Partners
Wells Fargo & Company
Lido Advisors
Weaver Consulting Group
Investment Advisory Group
Congress Asset Management
Envestnet Asset Management
Stifel Financial
Cambridge Investment Research Advisors

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