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

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

Historical chart of Gilpin 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 Gilpin 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 Gilpin Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8M 71k 39.89

More positions owned by Gilpin Wealth Management

Ishares Tr Msci Usa Value (VLUE)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Series Trust State Street Spd (FLRN)
Apple (AAPL)
Ishares Tr Core 30/70 Conse (AOK)
Spdr Series Trust State Street Spd (SPIB)
Alphabet Cap Stk Cl A (GOOGL)
Fortinet (FTNT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Gilpin Wealth Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
Raymond James Financial
Strategic Investment Solutions
BlackRock
Brookstone Capital Management
Curran Financial Partners
Cetera Investment Advisers
Congress Asset Management
One Capital Management
Morgan Stanley
Bank of America Corporation
Weaver Consulting Group
Investment Advisory Group
Wells Fargo & Company
Cambridge Investment Research Advisors

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