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iShares S&P Conservative Allocatn Fd ETF shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $420k 11k 36.82
2023-12-31 $436k 12k 36.15
2023-09-30 $442k 13k 33.96

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Plan Group Financial

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