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iShares S&P Conservative Allocatn Fd ETF shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital Advisory 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 Elevation Capital Advisory 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 147k 38.66

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
RBB Motley Fol Etf (TMFC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Global X Fds Conscious Cos (KRMA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Esg Slc (SUSA)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

View all positions for Elevation Capital Advisory

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
BlackRock
Lido Advisors
GeoWealth Management
Curran Financial Partners
Morgan Stanley
Weaver Consulting Group
Elevation Capital Advisory
Investment Advisory Group
Archvest Wealth Advisors
Wells Fargo & Company
Trilogy Capital
Cambridge Investment Research Advisors
Goldman Sachs Group

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