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iShares S&P Conservative Allocatn Fd ETF shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth 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 Diversify Wealth 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $215k 5.8k 36.91
2024-09-30 $221k 5.8k 37.88

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Meta Platforms Cl A (META)

View all positions for Diversify Wealth Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
LPL Financial
Forefront Analytics
BlackRock
Morgan Stanley
Curran Financial Partners
Wells Fargo & Company
Bank of America Corporation
Lido Advisors
Congress Asset Management
Weaver Consulting Group
Royal Bank of Canada
Investment Advisory Group

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