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iShares S&P Conservative Allocatn Fd ETF shares owned by RTD Financial Advisors

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

Historical chart of RTD Financial Advisors 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 RTD Financial Advisors 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 RTD Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $328k 8.9k 36.93
2023-09-30 $369k 11k 33.96
2023-06-30 $381k 11k 35.24
2022-09-30 $423k 13k 32.64
2022-06-30 $447k 13k 34.57
2022-03-31 $555k 15k 37.65
2021-12-31 $578k 14k 40.02

More positions owned by RTD Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Powershares Actively Managed Total Return (GTO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for RTD Financial Advisors

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