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iShares S&P Conservative Allocatn Fd ETF shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management 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 Compass Financial Management 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 5.2k 41.48

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Strategic Investment Solutions
Elevation Capital Advisory
Curran Financial Partners
Cetera Investment Advisers
One Capital Management
Morgan Stanley
Cambridge Associates
Bank of America Corporation
Investment Advisory Group
Weaver Consulting Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Wells Fargo & Company

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