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

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

Historical chart of Mills 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 Mills 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 Mills Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $403k 11k 36.93
2024-03-31 $444k 12k 36.83
2023-12-31 $454k 13k 36.15
2023-09-30 $431k 13k 33.96
2023-06-30 $556k 16k 35.24
2023-03-31 $585k 17k 34.96
2022-12-31 $669k 20k 33.61

More positions owned by Mills Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Alps Etf Tr Alerian Mlp (AMLP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Mills Wealth Advisors

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
LPL Financial
BlackRock
Lido Advisors
Curran Financial Partners
Morgan Stanley
Weaver Consulting Group
Investment Advisory Group
Bank of America Corporation
Archvest Wealth Advisors
Cambridge Investment Research Advisors
Goldman Sachs Group
Congress Asset Management
Wells Fargo & Company
Trilogy Capital

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