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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
2024-09-30 $1.1M 30k 38.66
2024-06-30 $1.1M 30k 36.93
2024-03-31 $1.1M 30k 36.83
2023-12-31 $1.1M 30k 36.15

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Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
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Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Costco Whsl Corp Stock (COST)
Abbvie Stock (ABBV)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Amgen Stock (AMGN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)

View all positions for Rothschild Investment

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