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
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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 |
|---|---|---|---|
| 2025-09-30 | $369k | 9.2k | 40.16 |
| 2025-06-30 | $356k | 9.1k | 39.07 |
| 2025-03-31 | $339k | 9.0k | 37.63 |
| 2024-12-31 | $335k | 9.0k | 37.30 |
| 2024-09-30 | $343k | 8.9k | 38.66 |
| 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 |
Top funds holding iShares S&P Conservative Allocatn Fd ETF
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