Ahrens Investment Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Ahrens Investment Partners’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$14K	Buy	+400	New	+$13.8K	0.01%	543
2022 Q3	–	Sell	-900	Closed	-$31K	–	194
2022 Q2	$31K	Hold	900	–	–	0.01%	419
2022 Q1	$34K	Sell	900 -60	-6%	-$2.3K	0.01%	473
2021 Q4	$38K	Buy	+960	New	+$38.3K	0.02%	465

Other funds holding AOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

WAM

WNY Asset Management Williamsville, New York $967M AUM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ahrens Investment Partners's AOK Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q1 2023: 400 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in AOK as recently as Q2 2022.

Ahrens Investment Partners first reported a position in AOK in Q4 2021 and has held it in 4 quarters since. The position peaked at $38K in Q4 2021. 149 funds tracked by Wall St. Rank hold AOK as of Q1 2023.

Ahrens Investment Partners held 400 shares of iShares Core Conservative Allocation ETF worth $14K as of Q1 2023.
iShares Core Conservative Allocation ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares Core Conservative Allocation ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #543 holding.
Ahrens Investment Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's iShares Core Conservative Allocation ETF position peaked at $38K in Q4 2021.
149 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.