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iShares S&P Conservative Allocatn Fd ETF shares owned by Phil A. Younker & Associates

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Phil A. Younker & Associates from 13F filings

Historical chart of Phil A. Younker & Associates 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 Phil A. Younker & Associates 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 Phil A. Younker & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $941k 23k 40.13

More positions owned by Phil A. Younker & Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core 60/40 Balan (AOR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ssga Active Etf Tr State Street Glo (GAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
British Amern Tob Sponsored Adr (BTI)
Spdr Series Trust State Street Spd (BIL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Boeing Company (BA)

View all positions for Phil A. Younker & Associates

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
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BlackRock
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Curran Financial Partners
Wells Fargo & Company
Lido Advisors
Weaver Consulting Group
Investment Advisory Group
Congress Asset Management
Envestnet Asset Management
Stifel Financial
Cambridge Investment Research Advisors

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