iShares S&P Conservative Allocatn Fd ETF shares owned by National Wealth Management Group
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group 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 National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $319k | 8.8k | 36.15 |
| 2023-09-30 | $300k | 8.8k | 33.96 |
| 2023-06-30 | $310k | 8.8k | 35.11 |
| 2023-03-31 | $309k | 8.8k | 34.98 |
| 2022-12-31 | $297k | 8.8k | 33.61 |
| 2022-09-30 | $317k | 9.7k | 32.62 |
| 2022-06-30 | $336k | 9.7k | 34.57 |
| 2022-03-31 | $435k | 12k | 37.67 |
| 2021-12-31 | $558k | 14k | 40.01 |
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