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iShares S&P Conservative Allocatn Fd ETF shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $256k 6.4k 39.89

More positions owned by EP Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for EP Wealth Advisors

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
Raymond James Financial
Strategic Investment Solutions
BlackRock
Brookstone Capital Management
Curran Financial Partners
Cetera Investment Advisers
Congress Asset Management
One Capital Management
Morgan Stanley
Bank of America Corporation
Weaver Consulting Group
Investment Advisory Group
Wells Fargo & Company
Cambridge Investment Research Advisors

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