Leo H. Evart »

iShares S&P Conservative Allocatn Fd ETF shares owned by Leo H. Evart

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Leo H. Evart from 13F filings

Historical chart of Leo H. Evart 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 Leo H. Evart 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 Leo H. Evart

Quarter filed Position value Share count Share price at filing
2026-03-31 $28k 692 39.89
2022-12-31 $287k 8.5k 33.61
2022-09-30 $282k 8.6k 32.62
2022-06-30 $297k 8.6k 34.61
2022-03-31 $322k 8.5k 37.67
2021-12-31 $341k 8.5k 39.96

More positions owned by Leo H. Evart

Ishares 0-3 Month Treasury Bond Etf Uit Exchange Traded (SGOV)
Schwab U.s. Large-cap Growth Etf Uit Exchange Traded (SCHG)
Vanguard Total Bond Market Index Fund Etf Shares Uit Exchange Traded (BND)
Vanguard Intermediate-term Bond Index Fund Etf Shares Uit Exchange Traded (BIV)
Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)
Capital Group Dividend Value Etf Uit Exchange Traded (CGDV)
Vanguard Growth Index Fund Etf Shares Uit Exchange Traded (VUG)
Schwab International Equity Etf Uit Exchange Traded (SCHF)
Apple Common Stock (AAPL)
Vanguard Dividend Appreciation Index Fund Etf Shares Uit Exchange Traded (VIG)
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)
Vanguard Short-term Bondindex Fund Etf Shares Uit Exchange Traded (BSV)
Goldman Sachs Access Treasury 0-1 Year Etf Uit Exchange Traded (GBIL)
Schwab U.s. Mid-cap Etf Uit Exchange Traded (SCHM)
Vanguard Small-cap Indexfund Etf Shares Uit Exchange Traded (VB)

View all positions for Leo H. Evart

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
Raymond James Financial
Strategic Investment Solutions
BlackRock
Brookstone Capital Management
Curran Financial Partners
Cetera Investment Advisers
Congress Asset Management
One Capital Management
Morgan Stanley
Bank of America Corporation
Weaver Consulting Group
Investment Advisory Group
Wells Fargo & Company
Cambridge Investment Research Advisors

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