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iShares S&P Conservative Allocatn Fd ETF shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $75k 2.1k 36.15
2023-09-30 $54k 1.6k 33.96
2023-06-30 $56k 1.6k 35.23
2023-03-31 $53k 1.5k 34.96
2022-12-31 $57k 1.7k 33.62
2022-09-30 $53k 1.6k 32.36
2022-06-30 $50k 1.4k 34.53
2022-03-31 $57k 1.5k 37.72
2021-12-31 $77k 1.9k 40.15
2021-09-30 $61k 1.5k 39.79
2021-06-30 $51k 1.3k 39.53
2020-12-31 $60k 1.6k 38.56
2020-09-30 $59k 1.6k 37.29
2020-06-30 $57k 1.6k 36.24
2020-03-31 $51k 1.5k 33.62
2019-12-31 $57k 1.6k 36.14
2019-09-30 $50k 1.4k 35.69
2019-06-30 $49k 1.4k 35.15
2018-12-31 $23k 706 32.58
2018-09-30 $24k 702 34.19

More positions owned by SRS Capital Advisors

Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for SRS Capital Advisors

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
Wells Fargo & Company
Lido Advisors
Bank of America Corporation
Curran Financial Partners
Weaver Consulting Group
National Bank Of Canada /fi/
WNY Asset Management
Investment Advisory Group
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
Thrive Capital Management
Archvest Wealth Advisors
Trilogy Capital

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