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

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

Historical chart of Win 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 Win Advisors 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 Win Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $894k 22k 40.13
2025-06-30 $8.6M 220k 39.07
2023-12-31 $11M 317k 36.15

More positions owned by Win Advisors

Vanguard World Mega Cap Index (MGC)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
First Tr Exchange-traded A Com Shs (FTC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Fund (EPS)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
American Centy Etf Tr Us Quality Grow (QGRO)

View all positions for Win Advisors

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
Raymond James Financial
Strategic Investment Solutions
BlackRock
Cetera Investment Advisers
Curran Financial Partners
Wells Fargo & Company
Lido Advisors
Weaver Consulting Group
Investment Advisory Group
Congress Asset Management
Envestnet Asset Management
Stifel Financial
Cambridge Investment Research Advisors
Foundations Investment Advisors

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