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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

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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
2025-03-31 $33k 874 37.64
2024-12-31 $33k 871 37.29
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

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
JPMorgan Chase & Co. (JPM)
Quanta Services (PWR)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for EPG Wealth Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Morgan Stanley
Lido Advisors
Curran Financial Partners
Weaver Consulting Group
Investment Advisory Group
Cetera Investment Advisers
Wells Fargo & Company
Visionary Wealth Advisors
Cambridge Investment Research Advisors
Foundations Investment Advisors
Private Advisor
Legacy Capital Wealth Partners
David R. Rahn Inc. dba Avalon Capital Management

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