iShares S&P Conservative Allocatn Fd ETF shares owned by Insight Wealth Partners
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Insight Wealth Partners
from 13F filings
Historical chart of Insight Wealth Partners 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 Insight Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Insight Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $378k | 9.4k | 40.16 |
| 2025-06-30 | $367k | 9.4k | 39.07 |
| 2024-12-31 | $351k | 9.4k | 37.30 |
| 2024-09-30 | $363k | 9.4k | 38.66 |
| 2024-06-30 | $239k | 6.5k | 36.93 |
| 2024-03-31 | $238k | 6.5k | 36.83 |
| 2023-09-30 | $220k | 6.5k | 33.96 |
| 2023-06-30 | $228k | 6.5k | 35.24 |
| 2023-03-31 | $226k | 6.5k | 34.96 |
| 2022-12-31 | $218k | 6.5k | 33.61 |
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