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iShares S&P Conservative Allocatn Fd ETF shares owned by Plan Group Financial

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $473k 12k 38.66
2024-06-30 $449k 12k 36.93
2024-03-31 $420k 11k 36.82
2023-12-31 $436k 12k 36.15
2023-09-30 $442k 13k 33.96

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Plan Group Financial

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
BlackRock
Lido Advisors
GeoWealth Management
Curran Financial Partners
Morgan Stanley
Weaver Consulting Group
Elevation Capital Advisory
Investment Advisory Group
Archvest Wealth Advisors
Wells Fargo & Company
Trilogy Capital
Cambridge Investment Research Advisors
Goldman Sachs Group

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