FSM Wealth Advisors »

iShares S&P Conservative Allocatn Fd ETF shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors 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 FSM Wealth Advisors 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 4.9k 41.48

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ab Active Etfs Tax Aware Interm (TAFM)
NVIDIA Corporation Put Option (NVDA)

View all positions for FSM Wealth Advisors

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Strategic Investment Solutions
Elevation Capital Advisory
Curran Financial Partners
Cetera Investment Advisers
One Capital Management
Morgan Stanley
Cambridge Associates
Bank of America Corporation
Investment Advisory Group
Weaver Consulting Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Wells Fargo & Company

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