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

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

Historical chart of Moss Adams 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 Moss Adams 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 Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $227k 6.1k 37.30
2024-09-30 $235k 6.1k 38.66
2024-06-30 $222k 6.0k 36.93
2024-03-31 $221k 6.0k 36.83
2023-12-31 $214k 5.9k 36.15

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Global X Fds Cybrscurty Etf (BUG)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Moss Adams Wealth Advisors

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Curran Financial Partners
Lido Advisors
GeoWealth Management
Weaver Consulting Group
Elevation Capital Advisory
Investment Advisory Group
Archvest Wealth Advisors
Wells Fargo & Company
Trilogy Capital
Cambridge Investment Research Advisors
Bank of America Corporation
Ameriprise Financial
Thrive Capital Management

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