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iShares S&P Conservative Allocatn Fd ETF shares owned by Spartan Wealth Advisory Services

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Spartan Wealth Advisory Services from 13F filings

Historical chart of Spartan Wealth Advisory Services 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 Spartan Wealth Advisory Services 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 Spartan Wealth Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $446k 11k 39.89

More positions owned by Spartan Wealth Advisory Services

Micron Technology (MU)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Sandisk Corp (SNDK)
Western Digital (WDC)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Spartan Wealth Advisory Services

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
Raymond James Financial
Strategic Investment Solutions
BlackRock
Brookstone Capital Management
Curran Financial Partners
Cetera Investment Advisers
Congress Asset Management
One Capital Management
Morgan Stanley
Bank of America Corporation
Weaver Consulting Group
Investment Advisory Group
Wells Fargo & Company
Cambridge Investment Research Advisors

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