iShares S&P Conservative Allocatn Fd ETF shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management 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 Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.5k | 193 | 38.66 |
| 2024-06-30 | $14k | 368 | 36.93 |
| 2024-03-31 | $14k | 368 | 36.83 |
| 2023-12-31 | $23k | 643 | 36.15 |
| 2023-09-30 | $30k | 869 | 33.96 |
| 2023-06-30 | $23k | 643 | 35.11 |
| 2023-03-31 | $90k | 2.5k | 35.19 |
| 2022-12-31 | $86k | 2.5k | 33.61 |
| 2022-09-30 | $83k | 2.5k | 32.64 |
| 2022-06-30 | $82k | 2.4k | 34.63 |
| 2022-03-31 | $75k | 2.0k | 37.50 |
| 2021-12-31 | $80k | 2.0k | 40.00 |
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