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iShares S&P Conservative Allocatn Fd ETF shares owned by Investment Advisory Group

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

Historical chart of Investment Advisory Group 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 Investment Advisory Group 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 Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.2M 145k 36.15
2023-09-30 $5.0M 148k 33.96
2023-06-30 $5.3M 150k 35.24
2023-03-31 $5.2M 149k 34.96
2022-12-31 $5.2M 155k 33.61
2022-09-30 $5.5M 168k 32.62
2022-06-30 $5.9M 172k 34.57
2022-03-31 $6.5M 173k 37.71
2021-12-31 $6.6M 172k 38.37

More positions owned by Investment Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Conser Alloc Etf (AOK)
Ishares Tr Modert Alloc Etf (AOM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Investment Advisory Group

Top funds holding iShares S&P Conservative Allocatn Fd ETF

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

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