WestEnd Advisors »

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

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

Historical chart of WestEnd 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 WestEnd Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by WestEnd Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $134 3 44.67
2025-06-30 $19k 476 39.07
2024-12-31 $20k 524 37.33
2023-12-31 $198k 5.5k 36.15
2023-09-30 $11k 332 33.96
2022-09-30 $5.0k 162 30.86
2022-06-30 $400k 12k 34.57

More positions owned by WestEnd Advisors

Select Sector Spdr Tr Sbi Int- Common Stock (XLK)
Select Sector Spdr Tr Communic Common Stock (XLC)
Select Sector Spdr Tr Sbi Int- Common Stock (XLF)
Select Sector Spdr Tr Sbi Heal Common Stock (XLV)
Vanguard Intl Equity Index F A Common Stock (VEU)
Select Sector Spdr Tr Sbi Cons Common Stock (XLY)
Ishares Tr Gldm Sachs Tec Common Stock (IGM)
Select Sector Spdr Tr Sbi Cons Common Stock (XLP)
Ishares Inc Emkts Asia Idx Common Stock (EEMA)
Vanguard Intl Equity Index F P Common Stock (VPL)
Ishares Tr Lehman 3-7 Yr Common Stock (IEI)
Vanguard Scottsdale Fds Shrt-t Common Stock (VCSH)
Select Sector Spdr Tr Sbi Int- Common Stock (XLU)
Ishares Tr 20 Yr Trs Bd Common Stock (TLT)
Ishares Tr 7-10 Yr Trs Bd Common Stock (IEF)

View all positions for WestEnd Advisors

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Morgan Stanley
Lido Advisors
Curran Financial Partners
Weaver Consulting Group
Investment Advisory Group
Cetera Investment Advisers
Wells Fargo & Company
Visionary Wealth Advisors
Cambridge Investment Research Advisors
Foundations Investment Advisors
Private Advisor
Legacy Capital Wealth Partners
David R. Rahn Inc. dba Avalon Capital Management

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