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

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

Historical chart of Sage Financial 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 Sage Financial 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 Sage Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $381k 9.5k 40.13

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Sage Financial

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
Valpey Financial Services
Raymond James Financial
Strategic Investment Solutions
BlackRock
Cetera Investment Advisers
Curran Financial Partners
Wells Fargo & Company
Lido Advisors
Weaver Consulting Group
Investment Advisory Group
Congress Asset Management
Envestnet Asset Management
Stifel Financial
Cambridge Investment Research Advisors

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