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iShares S&P Conservative Allocatn Fd ETF shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory Group 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 High Net Worth Advisory Group 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 High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 44k 40.13
2022-12-31 $34k 1.0k 33.61
2022-09-30 $33k 1.0k 33.00
2022-06-30 $35k 1.0k 35.00
2022-03-31 $38k 1.0k 38.00
2021-12-31 $40k 1.0k 40.00