iShares S&P Conservative Allocatn Fd ETF shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth 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 SOA Wealth 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 SOA Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $10k | 270 | 38.66 |
2024-06-30 | $10k | 270 | 36.93 |
2024-03-31 | $9.9k | 270 | 36.83 |
2023-12-31 | $9.8k | 270 | 36.15 |
2023-09-30 | $9.2k | 270 | 33.96 |
2023-06-30 | $9.5k | 270 | 35.24 |
2023-03-31 | $9.4k | 270 | 34.96 |
2022-12-31 | $9.1k | 270 | 33.61 |
2022-09-30 | $8.0k | 270 | 29.63 |
2022-06-30 | $9.0k | 270 | 33.33 |
2022-03-31 | $10k | 270 | 37.04 |
2021-12-31 | $10k | 270 | 37.04 |
2021-09-30 | $10k | 270 | 37.04 |
2021-06-30 | $10k | 270 | 37.04 |
2021-03-31 | $10k | 270 | 37.04 |
2020-12-31 | $10k | 270 | 37.04 |
Top funds holding iShares S&P Conservative Allocatn Fd ETF
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