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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
2025-12-31 $1.0M 26k 40.13
2025-09-30 $400k 10k 40.16
2025-06-30 $9.3M 237k 39.07
2024-09-30 $5.7M 147k 38.66

More positions owned by Elevation Capital Advisory

Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr TRS FLT RT BD (TFLO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Elevation Capital Advisory

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