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iShares S&P Conservative Allocatn Fd ETF shares owned by Divergent Planning

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

Historical chart of Divergent Planning 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 Divergent Planning 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 Divergent Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $242k 6.0k 40.32
2022-06-30 $269k 7.8k 34.60
2022-03-31 $300k 8.0k 37.74
2021-12-31 $316k 7.9k 39.84
2021-09-30 $312k 7.9k 39.34
2021-06-30 $353k 8.9k 39.84
2021-03-31 $249k 6.3k 39.43

More positions owned by Divergent Planning

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
RBB Us Treas 3 Mnth (TBIL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Divergent Planning

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