iShares S&P Conservative Allocatn Fd ETF shares owned by Spire Wealth Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management 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 Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $399k | 11k | 36.83 |
| 2023-12-31 | $427k | 12k | 35.82 |
| 2023-09-30 | $533k | 16k | 33.96 |
| 2023-06-30 | $864k | 25k | 35.24 |
| 2023-03-31 | $858k | 25k | 34.96 |
| 2022-12-31 | $306k | 9.1k | 33.56 |
| 2022-06-30 | $2.5M | 72k | 34.57 |
| 2022-03-31 | $2.1M | 55k | 37.66 |
| 2021-12-31 | $2.2M | 55k | 40.01 |
| 2021-09-30 | $2.2M | 55k | 39.50 |
| 2021-06-30 | $2.4M | 59k | 39.81 |
| 2021-03-31 | $998k | 65k | 15.28 |
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