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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

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
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

More positions owned by Insight Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Texas Pacific Land Corp (TPL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Tips Bd Etf (TIP)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Invesco Actively Managed Etf Total Return (GTO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)

View all positions for Insight Wealth Partners

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
Wells Fargo & Company
Lido Advisors
Bank of America Corporation
Curran Financial Partners
Weaver Consulting Group
National Bank Of Canada /fi/
WNY Asset Management
Investment Advisory Group
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
Thrive Capital Management
Archvest Wealth Advisors
Trilogy Capital

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