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
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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 |
|---|---|---|---|
| 2025-09-30 | $482k | 12k | 40.16 |
| 2025-06-30 | $486k | 12k | 39.07 |
| 2025-03-31 | $481k | 13k | 37.63 |
| 2024-12-31 | $521k | 14k | 37.30 |
| 2024-09-30 | $583k | 15k | 38.66 |
| 2024-06-30 | $571k | 16k | 36.93 |
| 2024-03-31 | $584k | 16k | 36.83 |
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