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iShares S&P Conservative Allocatn Fd ETF shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in iShares S&P Conservative Allocatn Fd ETF

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 20251M1.5M2M30k40k50k60k
Value ($)Share countHistorical AOK position of CI Private Wealth Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P Conservative Allocatn Fd ETF held by CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 36k 37.30
2024-09-30 $1.4M 36k 38.66
2024-06-30 $1.3M 36k 36.93
2024-03-31 $1.3M 36k 36.83
2023-12-31 $1.4M 39k 36.15
2023-09-30 $936k 28k 33.96
2023-06-30 $973k 28k 35.24
2023-03-31 $963k 28k 34.96
2022-12-31 $1.9M 58k 33.61