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

HB 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
2022
Q2 		– Sell
-54,269
Closed -$2.04M – 580
2022
Q1 		$2.04M Buy
+54,269
New +$2.08M 0.04% 179

Other funds holding AOK

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HB Wealth Management's AOK Position: Q2 2022 in Review

HB Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2022, closing a stake of 54,269 shares — an estimated $2.04M sold.

HB Wealth Management first reported a position in AOK in Q1 2022 and held it in 1 quarter. The position peaked at $2.04M in Q1 2022. 166 funds tracked by Wall St. Rank hold AOK as of Q2 2022.

  • HB Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • HB Wealth Management sold 54,269 iShares Core Conservative Allocation ETF shares in Q2 2022, an estimated $2.04M.
  • HB Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q1 2022 and held it in 1 quarter.
  • HB Wealth Management's iShares Core Conservative Allocation ETF position peaked at $2.04M in Q1 2022.
  • 166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2022.

Based on HB Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.