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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
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)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)
Fidelity Total Bond Etf Total Bd Etf (FBND)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor (IQLT)
Ishares Core S&p Us Value Etf Core S&p Usvlu (IUSV)
Spdr Portfolio S&p 500 Etf Iv Portfolio S&p500 (SPLG)
iShares 0-5 Year TIPS Bond ETF Bond Etf (STIP)
Dimensional Etf Tr U S Core Equity 2 Us Core Equity 2 (DFAC)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
iShares Core S&P Mid-Cap ETF Growth Etf (IJH)
Technology Select Sector Spdr Etf Iv Technology (XLK)
Ishares Msci Acwi Etf Msci Acwi Etf (ACWI)
Vaneck Morningstar Wide Moat Etf Moat (MOAT)

View all positions for USAdvisors Wealth Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
Wells Fargo & Company
Lido Advisors
Win Advisors
Bank of America Corporation
Curran Financial Partners
Weaver Consulting Group
National Bank Of Canada /fi/
WNY Asset Management
Investment Advisory Group
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
Retireful
Thrive Capital Management

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