BCWM
AOK icon

Bartlett & Co Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bartlett & Co 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
2019
Q1 		– Sell
-2
Closed -$66 – 737
2018
Q4 		$66 Hold
2
– – ﹤0.01% 686
2018
Q3 		$68 Hold
2
– – ﹤0.01% 698
2018
Q2 		$68 Buy
+2
New +$68 ﹤0.01% 701

Other funds holding AOK

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co Wealth Management's AOK Position: Q1 2019 in Review

Bartlett & Co Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2019, closing a stake of 2 shares — an estimated $66 sold.

Bartlett & Co Wealth Management first reported a position in AOK in Q2 2018 and held it in 3 quarters. The position peaked at $68 in Q3 2018. 93 funds tracked by Wall St. Rank hold AOK as of Q1 2019.

  • Bartlett & Co Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2 iShares Core Conservative Allocation ETF shares in Q1 2019, an estimated $66.
  • Bartlett & Co Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q2 2018 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's iShares Core Conservative Allocation ETF position peaked at $68 in Q3 2018.
  • 93 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2019, filed 13 Feb 2024.