AWM
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Avior Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Avior Wealth Management’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
-1,525
Closed -$56.9K – 813
2024
Q4 		$56.9K Sell
1,525
-24
-2% -$912 ﹤0.01% 1096
2024
Q3 		$59.9K Buy
1,549
+28
+2% +$1.06K ﹤0.01% 1055
2024
Q2 		$56.2K Buy
+1,521
New +$55.5K ﹤0.01% 1047
2020
Q1 		– Sell
-213
Closed -$7K – 763
2019
Q4 		$7K Hold
213
– – ﹤0.01% 627
2019
Q3 		$7K Buy
+213
New +$7.54K ﹤0.01% 605
2017
Q1 		– Sell
-283
Closed -$9K – 484
2016
Q4 		$9K Hold
283
– – ﹤0.01% 339
2016
Q3 		$9K Hold
283
– – ﹤0.01% 340
2016
Q2 		$9K Hold
283
– – ﹤0.01% 340
2016
Q1 		$9K Hold
283
– – ﹤0.01% 350
2015
Q4 		$9K Hold
283
– – ﹤0.01% 324
2015
Q3 		$9K Hold
283
– – 0.01% 286
2015
Q2 		$9K Hold
283
– – 0.01% 267
2015
Q1 		$9K Hold
283
– – 0.01% 257
2014
Q4 		$9K Hold
283
– – 0.01% 231
2014
Q3 		$9K Hold
283
– – 0.01% 234
2014
Q2 		$9K Hold
283
– – 0.01% 240
2014
Q1 		$9K Buy
+283
New +$9.08K 0.01% 234

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 $420M AUM 14.29% 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

Avior Wealth Management's AOK Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2025, closing a stake of 1,525 shares — an estimated $56.9K sold.

Avior Wealth Management first reported a position in AOK in Q1 2014 and held it in 17 quarters. The position peaked at $59.9K in Q3 2024. 150 funds tracked by Wall St. Rank hold AOK as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,525 iShares Core Conservative Allocation ETF shares in Q1 2025, an estimated $56.9K.
  • Avior Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q1 2014 and held it in 17 quarters.
  • Avior Wealth Management's iShares Core Conservative Allocation ETF position peaked at $59.9K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.