iShares S&P Conservative Allocatn Fd ETF shares owned by Western Wealth Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management 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 Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $208k | 5.7k | 36.83 |
| 2023-12-31 | $205k | 5.7k | 36.15 |
| 2023-03-31 | $204k | 5.8k | 34.96 |
| 2022-09-30 | $380k | 12k | 32.65 |
| 2022-06-30 | $483k | 14k | 34.63 |
| 2022-03-31 | $526k | 14k | 37.72 |
| 2021-12-31 | $306k | 7.6k | 40.05 |
| 2021-06-30 | $278k | 7.0k | 39.87 |
| 2021-03-31 | $270k | 7.0k | 38.72 |
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