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

Chicago 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
2023
Q1 		– Sell
-19,068
Closed -$641K – 45
2022
Q4 		$641K Buy
+19,068
New +$639K 0.55% 24

Other funds holding AOK

LPL Financial
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chicago Wealth Management's AOK Position: Q1 2023 in Review

Chicago Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2023, closing a stake of 19,068 shares — an estimated $641K sold.

Chicago Wealth Management first reported a position in AOK in Q4 2022 and held it in 1 quarter. The position peaked at $641K in Q4 2022. 149 funds tracked by Wall St. Rank hold AOK as of Q1 2023.

  • Chicago Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Chicago Wealth Management sold 19,068 iShares Core Conservative Allocation ETF shares in Q1 2023, an estimated $641K.
  • Chicago Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Chicago Wealth Management's iShares Core Conservative Allocation ETF position peaked at $641K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2023.

Based on Chicago Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.