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

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

Historical chart of Evolution 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 Evolution 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 Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $71k 1.8k 40.13

More positions owned by Evolution Wealth Management

Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Spdr Series Trust State Street Spd (SPYM)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Listed Fds Tr Shares Lag Cap (OVL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Cetera Investment Advisers
Curran Financial Partners
Wells Fargo & Company
Lido Advisors
Investment Advisory Group
Weaver Consulting Group
Congress Asset Management
Visionary Wealth Advisors
Cambridge Investment Research Advisors
Foundations Investment Advisors
Private Advisor
Legacy Capital Wealth Partners
Gladstone Institutional Advisory

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