Clear Creek Financial Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Clear Creek Financial 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
2022 Q2	–	Sell	-17,933	Closed	-$676K	–	308
2022 Q1	$676K	Sell	17,933 -73,447	-80%	-$2.82M	0.11%	158
2021 Q4	$3.66M	Sell	91,380 -244	-0.3%	-$9.73K	0.55%	40
2021 Q3	$3.62M	Sell	91,624 -233	-0.3%	-$9.33K	0.58%	46
2021 Q2	$3.66M	Buy	+91,857	New	+$3.62M	0.57%	46
2021 Q1	–	Sell	-88,730	Closed	-$3.44M	–	59
2020 Q4	$3.44M	Buy	+88,730	New	+$3.37M	0.66%	41

Other funds holding AOK

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clear Creek Financial Management's AOK Position: Q2 2022 in Review

Clear Creek Financial Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2022, closing a stake of 17,933 shares — an estimated $676K sold.

Clear Creek Financial Management first reported a position in AOK in Q4 2020 and held it in 5 quarters. The position peaked at $3.66M in Q4 2021. 166 funds tracked by Wall St. Rank hold AOK as of Q2 2022.

Clear Creek Financial Management reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2022 after selling out during the quarter.
Clear Creek Financial Management sold 17,933 iShares Core Conservative Allocation ETF shares in Q2 2022, an estimated $676K.
Clear Creek Financial Management first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and held it in 5 quarters.
Clear Creek Financial Management's iShares Core Conservative Allocation ETF position peaked at $3.66M in Q4 2021.
166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2022.

Based on Clear Creek Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.