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iShares S&P Conservative Allocatn Fd ETF shares owned by BridgePort Financial Solutions

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

Historical chart of BridgePort Financial Solutions 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 BridgePort Financial Solutions 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 BridgePort Financial Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$281k	7.0k	40.16
2025-06-30	$273k	7.0k	39.07
2025-03-31	$263k	7.0k	37.63
2024-12-31	$215k	5.7k	37.95

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Curran Financial Partners

Weaver Consulting Group

Investment Advisory Group

Cetera Investment Advisers

Wells Fargo & Company

Visionary Wealth Advisors

Cambridge Investment Research Advisors

Foundations Investment Advisors

Private Advisor

Legacy Capital Wealth Partners

David R. Rahn Inc. dba Avalon Capital Management

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

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iShares S&P Conservative Allocatn Fd ETF shares owned by BridgePort Financial Solutions

Historical chart of BridgePort Financial Solutions investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by BridgePort Financial Solutions

More positions owned by BridgePort Financial Solutions

Top funds holding iShares S&P Conservative Allocatn Fd ETF