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
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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 |
|---|---|---|---|
| 2025-09-30 | $696k | 17k | 40.16 |
| 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 |
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