Unique Wealth »

iShares S&P Conservative Allocatn Fd ETF shares owned by Unique Wealth

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

Historical chart of Unique Wealth 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 Unique Wealth 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 Unique Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $496k 12k 40.16
2025-06-30 $482k 12k 39.07

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr National Mun Etf (MUB)
Tcw Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Unique Wealth

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Morgan Stanley
Lido Advisors
Curran Financial Partners
Weaver Consulting Group
Investment Advisory Group
Cetera Investment Advisers
Wells Fargo & Company
Visionary Wealth Advisors
Cambridge Investment Research Advisors
Foundations Investment Advisors
Private Advisor
Legacy Capital Wealth Partners
David R. Rahn Inc. dba Avalon Capital Management

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