iShares S&P Conservative Allocatn Fd ETF shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 55k | 40.16 |
| 2025-06-30 | $2.2M | 55k | 39.07 |
| 2025-03-31 | $2.2M | 58k | 37.63 |
| 2024-12-31 | $2.0M | 54k | 37.30 |
| 2024-09-30 | $2.1M | 54k | 38.66 |
| 2024-06-30 | $2.1M | 57k | 36.93 |
| 2023-09-30 | $1.4M | 40k | 33.96 |
| 2023-03-31 | $1.3M | 37k | 34.96 |
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