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

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

Historical chart of Visionary Wealth Advisors 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 Visionary Wealth Advisors 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 99k 40.16
2025-06-30 $6.0M 155k 39.07
2025-03-31 $2.1M 55k 37.63
2022-03-31 $284k 7.5k 37.72
2021-06-30 $546k 14k 39.80