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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Wealth Forward
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $674k | 17k | 40.16 |
| 2025-06-30 | $674k | 17k | 39.07 |
| 2025-03-31 | $660k | 18k | 37.63 |
| 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 |
Top funds holding iShares S&P Conservative Allocatn Fd ETF
View all funds holding iShares S&P Conservative Allocatn Fd ETF