iShares S&P Conservative Allocatn Fd ETF shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares S&P Conservative Allocatn Fd ETF
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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $322k | 8.0k | 40.16 |
| 2025-06-30 | $309k | 7.9k | 39.07 |
| 2025-03-31 | $998k | 27k | 37.63 |
| 2024-12-31 | $2.9M | 77k | 37.30 |
| 2024-09-30 | $7.4M | 192k | 38.66 |
| 2024-06-30 | $470k | 13k | 36.92 |
| 2024-03-31 | $115M | 3.1k | 36817.72 |
| 2023-09-30 | $2.6M | 78k | 33.96 |
| 2023-06-30 | $4.2M | 119k | 35.24 |
| 2023-03-31 | $4.6M | 133k | 34.96 |
| 2022-12-31 | $3.7M | 110k | 33.61 |
| 2022-09-30 | $2.8M | 86k | 32.62 |
| 2022-06-30 | $2.7M | 78k | 34.58 |
| 2022-03-31 | $3.0M | 81k | 37.67 |
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