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iShares S&P Conservative Allocatn Fd ETF shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 5.5k 41.48
2026-03-31 $221k 5.5k 39.89

More positions owned by Wiley Bros.-aintree Capital

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Micron Technology (MU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wiley Bros.-aintree Capital

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Strategic Investment Solutions
Elevation Capital Advisory
Curran Financial Partners
Cetera Investment Advisers
One Capital Management
Morgan Stanley
Cambridge Associates
Bank of America Corporation
Investment Advisory Group
Weaver Consulting Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Wells Fargo & Company

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