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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

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 20248k9k10k269269.5270270.5271
Value ($)Share countHistorical AOK position of SOA Wealth Advisors Source: stockzoa.comValue ($)Share count

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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