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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by Mascoma Wealth Management 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 Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Total Bond Etf Etf (FBND)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Apple Stock (AAPL)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)

View all positions for Mascoma Wealth Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

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

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