iShares S&P Conservative Allocatn Fd ETF shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning investment in iShares S&P Conservative Allocatn Fd ETF
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All positions including iShares S&P Conservative Allocatn Fd ETF held by Tempus Wealth Planning 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 Tempus Wealth Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $212k | 5.7k | 36.93 |
2022-09-30 | $378k | 12k | 32.65 |
2022-06-30 | $472k | 14k | 34.55 |
2022-03-31 | $848k | 23k | 37.68 |
2021-12-31 | $1.0M | 26k | 40.01 |
2021-09-30 | $926k | 23k | 39.51 |
2021-06-30 | $288k | 7.2k | 39.76 |
2021-03-31 | $210k | 5.4k | 38.70 |
2020-12-31 | $210k | 5.4k | 38.70 |
2020-09-30 | $255k | 6.9k | 37.23 |
2019-12-31 | $466k | 13k | 36.22 |
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