Tempus Wealth Planning »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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