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iShares S&P Conservative Allocatn Fd ETF shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth Partners 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 BlueStem Wealth Partners 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 BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 31k 40.13
2025-09-30 $1.4M 34k 40.16
2025-06-30 $1.4M 36k 39.07
2025-03-31 $1.4M 38k 37.63
2024-12-31 $1.4M 39k 37.30

More positions owned by BlueStem Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab International Equity Etf Etf (SCHF)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Columbia Research Enhanced Core Etf Etf (RECS)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Growth Etf Etf (VUG)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Value Etf Etf (VTV)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Ishares Core International Aggregate Bond Etf Etf (IAGG)

View all positions for BlueStem Wealth Partners

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