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
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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 |
|---|---|---|---|
| 2025-09-30 | $235k | 5.8k | 40.16 |
| 2025-06-30 | $403k | 10k | 39.07 |
| 2025-03-31 | $387k | 10k | 37.63 |
| 2024-12-31 | $390k | 10k | 37.30 |
| 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 |
Top funds holding iShares S&P Conservative Allocatn Fd ETF
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