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

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

Historical chart of USAdvisors Wealth Management 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 USAdvisors Wealth Management 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 USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $243k 6.5k 37.25
2024-09-30 $249k 6.5k 38.60
2024-06-30 $244k 6.6k 36.79
2024-03-31 $243k 6.6k 36.81
2023-12-31 $256k 7.1k 36.03
2023-09-30 $237k 7.0k 33.90
2023-06-30 $245k 7.0k 35.24
2023-03-31 $276k 7.9k 35.01
2022-12-31 $278k 8.3k 33.60
2022-09-30 $357k 11k 32.59
2022-06-30 $394k 11k 34.58
2022-03-31 $614k 16k 37.66
2021-12-31 $873k 22k 40.01
2021-09-30 $6.7M 170k 39.50
2021-06-30 $6.1M 152k 39.80
2021-03-31 $6.6M 171k 38.65
2020-12-31 $1.3M 33k 38.58
2020-09-30 $1.2M 31k 37.15
2020-06-30 $1.1M 31k 36.41
2020-03-31 $658k 20k 33.76
2019-12-31 $305k 8.4k 36.18

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ)
Invesco S&p 500 Momentum Etf Spmo (SPMO)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (schv) (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf(schg) (SCHG)
Fidelity Total Bond Etf Total Bd Etf (fbnd) (FBND)
Pacer Us Cash Cows 100 Etf Growth Etf (COWZ)
Avantis US Small Cap Value ETF Small Cap Etf (avuv) (AVUV)
Schwab Us Dividend Equity Etf Us Dividend Eq (schd) (SCHD)
Ishares Global 100 Etf Global 100 Etf (IOO)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor(iqlt) (IQLT)
Dimensional Etf Tr U S Core Equity 2 Us Core Equity 2 (dfac) (DFAC)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
J P Morgan Hedged Equity Laddered Overlay Etf Helo (HELO)
Columbia Research Enhanced Cr Etf Recs (RECS)
Ishares Core S&p Us Value Etf Core S&p Usvlu (iusv) (IUSV)

View all positions for USAdvisors Wealth Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Curran Financial Partners
Lido Advisors
GeoWealth Management
Weaver Consulting Group
Elevation Capital Advisory
Investment Advisory Group
Archvest Wealth Advisors
Trilogy Capital
Wells Fargo & Company
Cambridge Investment Research Advisors
Bank of America Corporation
Ameriprise Financial
Thrive Capital Management

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