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iShares S&P Conservative Allocatn Fd ETF shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in iShares S&P Conservative Allocatn Fd ETF

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024200k250k300k350k400k6k8k10k
Value ($)Share countHistorical AOK position of Integrated Wealth Concepts Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $409k 11k 38.66
2023-09-30 $204k 6.0k 33.96
2023-06-30 $215k 6.1k 35.24
2022-03-31 $204k 5.4k 37.64
2021-12-31 $217k 5.4k 40.06
2021-09-30 $222k 5.6k 39.59