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iShares S&P Conservative Allocatn Fd ETF shares owned by Kmg Fiduciary Partners

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Kmg Fiduciary Partners from 13F filings

Historical chart of Kmg Fiduciary 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 Kmg Fiduciary 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 Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 34k 40.13
2025-09-30 $1.3M 33k 40.16
2025-06-30 $1.2M 31k 39.07
2025-03-31 $1.1M 29k 37.63
2022-12-31 $812k 24k 33.61

More positions owned by Kmg Fiduciary Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPLG)
Eli Lilly & Co. (LLY)
Meta Platforms Cl A (META)
Goldman Sachs (GS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Abbvie (ABBV)
Invesco Actively Managed Exc Total Return (GTO)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)

View all positions for Kmg Fiduciary Partners

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Curran Financial Partners
Lido Advisors
Investment Advisory Group
Weaver Consulting Group
Congress Asset Management
Cetera Investment Advisers
Wells Fargo & Company
Visionary Wealth Advisors
Cambridge Investment Research Advisors
Foundations Investment Advisors
Private Advisor
Legacy Capital Wealth Partners
David R. Rahn Inc. dba Avalon Capital Management

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