iShares S&P Conservative Allocatn Fd ETF shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf 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 Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1k | 110 | 36.91 |
| 2023-12-31 | $4.0k | 110 | 36.11 |
| 2023-09-30 | $3.7k | 108 | 34.06 |
| 2023-06-30 | $3.8k | 108 | 35.08 |
| 2023-03-31 | $3.7k | 106 | 35.26 |
| 2022-12-31 | $3.9k | 116 | 33.50 |
| 2022-09-30 | $4.0k | 115 | 34.78 |
| 2022-06-30 | $4.0k | 114 | 35.09 |
| 2022-03-31 | $4.0k | 114 | 35.09 |
| 2021-12-31 | $5.0k | 114 | 43.86 |
| 2021-09-30 | $4.0k | 113 | 35.40 |
| 2021-06-30 | $4.0k | 113 | 35.40 |
| 2021-03-31 | $4.0k | 1.3k | 3.16 |
| 2020-12-31 | $26k | 672 | 38.69 |
| 2020-09-30 | $25k | 666 | 37.54 |
| 2020-06-30 | $45k | 1.2k | 36.47 |
| 2020-03-31 | $42k | 1.3k | 33.49 |
| 2019-12-31 | $33k | 901 | 36.63 |
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