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

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

Historical chart of Wealth Forward 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 Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2024-12-31 $608k 16k 37.30
2024-09-30 $637k 17k 38.66
2024-06-30 $605k 16k 36.93
2024-03-31 $602k 16k 36.83
2023-12-31 $586k 16k 36.15

More positions owned by Wealth Forward

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Ishares Tr Aggres Alloc Etf (AOA)
Us Bancorp Del Com New (USB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Wealth Forward

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