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Aquire Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Aquire Wealth Advisors’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
2022
Q1 		– Sell
-1,801
Closed -$72K – 50
2021
Q4 		$72K Buy
+1,801
New +$71.8K 0.04% 78

Other funds holding AOK

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Aquire Wealth Advisors's AOK Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2022, closing a stake of 1,801 shares — an estimated $72K sold.

Aquire Wealth Advisors first reported a position in AOK in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 165 funds tracked by Wall St. Rank hold AOK as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 1,801 iShares Core Conservative Allocation ETF shares in Q1 2022, an estimated $72K.
  • Aquire Wealth Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's iShares Core Conservative Allocation ETF position peaked at $72K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.