iShares S&P Conservative Allocatn Fd ETF shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth 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 Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $30k | 880 | 33.61 |
| 2022-09-30 | $14k | 440 | 31.82 |
| 2022-06-30 | $64k | 1.8k | 34.57 |
| 2022-03-31 | $69k | 1.8k | 37.50 |
| 2021-09-30 | $73k | 1.9k | 39.25 |
| 2021-06-30 | $75k | 1.9k | 39.68 |
| 2021-03-31 | $73k | 1.9k | 38.62 |
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