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iShares S&P Conservative Allocatn Fd ETF shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment 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 Rothschild Investment 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 Rothschild Investment

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 30k 36.93
2024-03-31 $1.1M 30k 36.83
2023-12-31 $1.1M 30k 36.15

More positions owned by Rothschild Investment

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Jpmorgan Chase & Co Stock (JPM)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Blackstone Stock (BX)
Costco Whsl Corp Stock (COST)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Abbvie Stock (ABBV)
Amgen Stock (AMGN)
Palo Alto Networks Stock (PANW)

View all positions for Rothschild Investment

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
LPL Financial
BlackRock
Lido Advisors
Morgan Stanley
Curran Financial Partners
Weaver Consulting Group
Investment Advisory Group
Advisor Group Holdings
Bank of America Corporation
Archvest Wealth Advisors
Cambridge Investment Research Advisors
Goldman Sachs Group
Congress Asset Management
Wells Fargo & Company

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