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iShares S&P Conservative Allocatn Fd ETF shares owned by Valley Financial Group

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

Historical chart of Valley Financial Group 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 Valley Financial Group 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 Valley Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $584k 16k 36.83

More positions owned by Valley Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Intl Quan Value (IVAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ea Series Trust Alpha Architect (HIDE)
Ea Series Trust Intl Quan Momntm (IMOM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Valley Financial Group

Top funds holding iShares S&P Conservative Allocatn Fd ETF

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

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