EPG Wealth Management »

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

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

Historical chart of EPG 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 EPG Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $33k 858 38.66
2024-06-30 $0 0 0.00
2024-03-31 $31k 846 36.83

More positions owned by EPG Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Eli Lilly & Co. (LLY)

View all positions for EPG Wealth Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Curran Financial Partners
Lido Advisors
GeoWealth Management
Weaver Consulting Group
Elevation Capital Advisory
Investment Advisory Group
Archvest Wealth Advisors
Trilogy Capital
Wells Fargo & Company
Cambridge Investment Research Advisors
Bank of America Corporation
Ameriprise Financial
Thrive Capital Management

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