iShares S&P Conservative Allocatn Fd ETF shares owned by First Ascent Asset Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by First Ascent Asset Management
from 13F filings
Historical chart of First Ascent Asset 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 First Ascent Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by First Ascent Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $311k | 8.6k | 36.15 |
2023-09-30 | $246k | 7.2k | 33.96 |
2023-06-30 | $259k | 7.3k | 35.24 |
2022-12-31 | $251k | 7.5k | 33.61 |
2022-09-30 | $275k | 8.4k | 32.63 |
2022-06-30 | $309k | 8.9k | 34.54 |
2021-09-30 | $715k | 18k | 39.52 |
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