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

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $115M 3.1k 36817.72
2023-09-30 $2.6M 78k 33.96
2023-06-30 $4.2M 119k 35.24
2023-03-31 $4.6M 133k 34.96
2022-12-31 $3.7M 110k 33.61
2022-09-30 $2.8M 86k 32.62
2022-06-30 $2.7M 78k 34.58
2022-03-31 $3.0M 81k 37.67

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

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

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