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iShares S&P Conservative Allocatn Fd ETF shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors 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 Medallion Wealth Advisors 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $53k 1.3k 39.89
2025-12-31 $56k 1.4k 40.13
2025-09-30 $56k 1.4k 40.16
2025-06-30 $54k 1.4k 39.07
2025-03-31 $52k 1.4k 37.63
2024-12-31 $52k 1.4k 37.63

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Vanguard Wellington Us Quality (VFQY)
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View all positions for Medallion Wealth Advisors

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