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Aveo Capital Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Aveo Capital 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
2025
Q1 		– Sell
-16,471
Closed -$614K – 184
2024
Q4 		$614K Buy
16,471
+1,035
+7% +$39.3K 0.07% 177
2024
Q3 		$597K Sell
15,436
-100
-0.6% -$3.77K 0.06% 177
2024
Q2 		$574K Sell
15,536
-216
-1% -$7.88K 0.07% 175
2024
Q1 		$571K Hold
15,752
– – 0.06% 199
2023
Q4 		$569K Sell
15,752
-7,293
-32% -$252K 0.07% 191
2023
Q3 		$783K Sell
23,045
-135
-0.6% -$4.71K 0.1% 145
2023
Q2 		$817K Sell
23,180
-373
-2% -$13.1K 0.1% 146
2023
Q1 		$823K Buy
23,553
+3,163
+16% +$109K 0.11% 135
2022
Q4 		$685K Sell
20,390
-60
-0.3% -$2.01K 0.1% 149
2022
Q3 		$667K Sell
20,450
-120
-0.6% -$4.16K 0.11% 135
2022
Q2 		$711K Hold
20,570
– – 0.12% 142
2022
Q1 		$775K Sell
20,570
-197
-0.9% -$7.55K 0.14% 131
2021
Q4 		$831K Buy
20,767
+450
+2% +$18K 0.15% 127
2021
Q3 		$803K Sell
20,317
-6,400
-24% -$256K 0.17% 112
2021
Q2 		$1.06M Sell
26,717
-1,200
-4% -$47.3K 0.23% 91
2021
Q1 		$1.08M Buy
+27,917
New +$1.08M 0.27% 77
2020
Q4 		– Sell
-29,075
Closed -$1.08M – 72
2020
Q3 		$1.08M Buy
+29,075
New +$1.08M 0.39% 57
2020
Q2 		– Sell
-12,210
Closed -$412K – 64
2020
Q1 		$412K Buy
12,210
+1,086
+10% +$38.7K 0.2% 100
2019
Q4 		$403K Buy
11,124
+70
+0.6% +$2.51K 0.16% 119
2019
Q3 		$396K Sell
11,054
-64
-0.6% -$2.27K 0.16% 110
2019
Q2 		$394K Buy
11,118
+2,320
+26% +$80.5K 0.17% 109
2019
Q1 		$304K Buy
8,798
+161
+2% +$5.43K 0.14% 122
2018
Q4 		$283K Buy
8,637
+1,010
+13% +$33.5K 0.14% 99
2018
Q3 		$253K Buy
7,627
+444
+6% +$15.2K 0.11% 111
2018
Q2 		$244K Sell
7,183
-537
-7% -$18.3K 0.11% 116
2018
Q1 		$264K Buy
7,720
+155
+2% +$5.35K 0.11% 114
2017
Q4 		$262K Buy
7,565
+152
+2% +$5.26K 0.09% 112
2017
Q3 		$256K Buy
7,413
+50
+0.7% +$1.71K 0.09% 105
2017
Q2 		$250K Buy
7,363
+1,030
+16% +$34.8K 0.09% 99
2017
Q1 		$211K Sell
6,333
-1,790
-22% -$59K 0.08% 113
2016
Q4 		$264K Buy
+8,123
New +$266K 0.08% 171

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aveo Capital Partners's AOK Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2025, closing a stake of 16,471 shares — an estimated $614K sold.

Aveo Capital Partners first reported a position in AOK in Q4 2016 and held it in 31 quarters. The position peaked at $1.08M in Q3 2020. 150 funds tracked by Wall St. Rank hold AOK as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 16,471 iShares Core Conservative Allocation ETF shares in Q1 2025, an estimated $614K.
  • Aveo Capital Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2016 and held it in 31 quarters.
  • Aveo Capital Partners's iShares Core Conservative Allocation ETF position peaked at $1.08M in Q3 2020.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.