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First Personal Financial Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

First Personal Financial Services’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
2024
Q3 		$520K Buy
13,448
+474
+4% +$17.9K 0.11% 87
2024
Q2 		$479K Sell
12,974
-411
-3% -$15K 0.11% 86
2024
Q1 		$493K Buy
13,385
+181
+1% +$6.55K 0.11% 83
2023
Q4 		$477K Buy
13,204
+61
+0.5% +$2.11K 0.12% 81
2023
Q3 		$446K Sell
13,143
-484
-4% -$16.9K 0.12% 81
2023
Q2 		$480K Buy
13,627
+366
+3% +$12.8K 0.12% 79
2023
Q1 		$464K Buy
13,261
+1,288
+11% +$44.5K 0.12% 78
2022
Q4 		$402K Sell
11,973
-618
-5% -$20.7K 0.11% 86
2022
Q3 		$411K Buy
12,591
+165
+1% +$5.72K 0.12% 86
2022
Q2 		$430K Buy
12,426
+404
+3% +$14.4K 0.12% 80
2022
Q1 		$453K Sell
12,022
-217
-2% -$8.32K 0.11% 85
2021
Q4 		$490K Buy
12,239
+1,162
+10% +$46.4K 0.11% 84
2021
Q3 		$438K Buy
11,077
+71
+0.6% +$2.84K 0.11% 86
2021
Q2 		$438K Buy
11,006
+790
+8% +$31.1K 0.11% 85
2021
Q1 		$395K Sell
10,216
-335
-3% -$13K 0.11% 86
2020
Q4 		$409K Buy
10,551
+610
+6% +$23.1K 0.12% 84
2020
Q3 		$370K Buy
9,941
+2,527
+34% +$94.1K 0.12% 85
2020
Q2 		$270K Buy
7,414
+48
+0.7% +$1.7K 0.09% 95
2020
Q1 		$249K Buy
7,366
+2,443
+50% +$87.1K 0.1% 95
2019
Q4 		$178K Buy
4,923
+1,328
+37% +$47.7K 0.06% 124
2019
Q3 		$128K Buy
3,595
+2,565
+249% +$90.9K 0.04% 158
2019
Q2 		$36K Buy
+1,030
New +$35.8K 0.01% 320

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

First Personal Financial Services's AOK Position: Q3 2024 in Review

First Personal Financial Services increased its iShares Core Conservative Allocation ETF (AOK) stake by 3.7% in Q3 2024, buying an estimated $17.9K and bringing the position to 13,448 shares worth $520K. The position accounts for 0.11% of the portfolio, ranked #87.

First Personal Financial Services first reported a position in AOK in Q2 2019 and has held it in 22 quarters since. 155 funds tracked by Wall St. Rank hold AOK as of Q3 2024.

  • First Personal Financial Services held 13,448 shares of iShares Core Conservative Allocation ETF worth $520K as of Q3 2024.
  • First Personal Financial Services bought 474 iShares Core Conservative Allocation ETF shares in Q3 2024, an estimated $17.9K.
  • iShares Core Conservative Allocation ETF made up 0.11% of First Personal Financial Services's portfolio in Q3 2024, its #87 holding.
  • First Personal Financial Services first reported a position in iShares Core Conservative Allocation ETF in Q2 2019 and has held it in 22 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.