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iShares S&P Conservative Allocatn Fd ETF shares owned by Financial Perspectives

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

Historical chart of Financial Perspectives 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 Financial Perspectives 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 Financial Perspectives

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7k 155 36.83
2023-12-31 $5.6k 155 36.15
2023-09-30 $5.3k 155 33.96
2023-06-30 $5.5k 155 35.24
2023-03-31 $5.4k 155 34.96
2022-12-31 $5.2k 155 33.61
2022-09-30 $5.1k 155 32.62

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View all positions for Financial Perspectives

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
Wells Fargo & Company
Lido Advisors
Bank of America Corporation
Curran Financial Partners
Weaver Consulting Group
National Bank Of Canada /fi/
Investment Advisory Group
Advisor Group Holdings
WNY Asset Management
AE Wealth Management
Cambridge Investment Research Advisors
Thrive Capital Management
Archvest Wealth Advisors
Trilogy Capital

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