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iShares S&P Conservative Allocatn Fd ETF shares owned by WNY Asset Management

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

Historical chart of WNY Asset Management 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 WNY Asset Management 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 WNY Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5M 152k 36.15
2023-09-30 $801k 24k 33.96
2023-06-30 $3.1M 88k 35.24
2023-03-31 $13M 383k 34.96
2022-12-31 $12M 356k 33.61

More positions owned by WNY Asset Management

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
T Rowe Price Etf Price Div Grwt (TDVG)
Select Sector Spdr Tr Energy (XLE)
Vanguard Index Fds Mid Cap Etf (VO)
Verizon Communications (VZ)

View all positions for WNY Asset Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
Wells Fargo & Company
Lido Advisors
Bank of America Corporation
Curran Financial Partners
Weaver Consulting Group
National Bank Of Canada /fi/
WNY Asset Management
Investment Advisory Group
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
Thrive Capital Management
Archvest Wealth Advisors
Trilogy Capital

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