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AOK icon

Gainplan’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Gainplan’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
Q2 		– Sell
-13,149
Closed -$484K – 64
2024
Q1 		$484K Hold
13,149
– – 0.23% 35
2023
Q4 		$475K Buy
13,149
+175
+1% +$6.05K 0.25% 29
2023
Q3 		$441K Sell
12,974
-14
-0.1% -$488 0.61% 24
2023
Q2 		$458K Sell
12,988
-9
-0.1% -$315 0.25% 24
2023
Q1 		$454K Buy
12,997
+228
+2% +$7.88K 0.29% 23
2022
Q4 		$429K Sell
12,769
-21
-0.2% -$704 1.02% 24
2022
Q3 		$417K Hold
12,790
– – 0.44% 19
2022
Q2 		$443K Sell
12,790
-12
-0.1% -$428 0.29% 23
2022
Q1 		$482K Buy
12,802
+81
+0.6% +$3.1K 0.37% 25
2021
Q4 		$509K Sell
12,721
-20
-0.2% -$798 0.22% 29
2021
Q3 		$503K Buy
12,741
+44
+0.3% +$1.76K 0.22% 30
2021
Q2 		$505K Buy
12,697
+7,484
+144% +$295K 0.2% 41
2021
Q1 		$202K Hold
5,213
– – 0.09% 71
2020
Q4 		$202K Buy
+5,213
New +$198K 0.11% 47

Other funds holding AOK

ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return

Gainplan's AOK Position: Q2 2024 in Review

Gainplan sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2024, closing a stake of 13,149 shares — an estimated $484K sold.

Gainplan first reported a position in AOK in Q4 2020 and held it in 14 quarters. The position peaked at $509K in Q4 2021. 161 funds tracked by Wall St. Rank hold AOK as of Q2 2024.

  • Gainplan reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Gainplan sold 13,149 iShares Core Conservative Allocation ETF shares in Q2 2024, an estimated $484K.
  • Gainplan first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and held it in 14 quarters.
  • Gainplan's iShares Core Conservative Allocation ETF position peaked at $509K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2024.

Based on Gainplan's 13F filing for Q2 2024, filed 12 Jul 2024.