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iShares S&P Conservative Allocatn Fd ETF shares owned by Hrt Financial

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

Historical chart of Hrt Financial 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 Hrt Financial 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 Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $209k 5.2k 40.01

More positions owned by Hrt Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Apple (AAPL)
Apple Put
NVIDIA Corporation (NVDA)
Meta Platforms Call
Wal-Mart Stores (WMT)
Meta Platforms Put
Nvidia Corporation Put
Amazon (AMZN)
Apple Call
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Hrt Financial

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
Valpey Financial Services
Raymond James Financial
Strategic Investment Solutions
BlackRock
Cetera Investment Advisers
Curran Financial Partners
Wells Fargo & Company
Lido Advisors
Weaver Consulting Group
Investment Advisory Group
Congress Asset Management
Envestnet Asset Management
Stifel Financial
Cambridge Investment Research Advisors

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