iShares S&P Conservative Allocatn Fd ETF shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth 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 TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $440k | 11k | 38.66 |
| 2024-06-30 | $420k | 11k | 36.93 |
| 2024-03-31 | $419k | 11k | 36.83 |
| 2023-12-31 | $386k | 11k | 36.15 |
| 2023-09-30 | $363k | 11k | 33.96 |
| 2023-06-30 | $377k | 11k | 35.24 |
| 2023-03-31 | $509k | 15k | 34.96 |
| 2022-09-30 | $253k | 7.8k | 32.58 |
| 2022-06-30 | $266k | 7.7k | 34.51 |
| 2022-03-31 | $277k | 7.7k | 36.00 |
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