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Heritage Wealth Management (Arizona)’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$29.6K Buy
880
+440
+100% +$14.7K ﹤0.01% 585
2022
Q3 		$14K Sell
440
-1,400
-76% -$48.6K ﹤0.01% 597
2022
Q2 		$63.6K Hold
1,840
– – 0.02% 380
2022
Q1 		$69K Buy
+1,840
New +$70.5K 0.02% 419
2021
Q3 		$73K Sell
1,860
-30
-2% -$1.2K 0.03% 397
2021
Q2 		$75K Hold
1,890
– – 0.03% 393
2021
Q1 		$73K Buy
+1,890
New +$73.3K 0.04% 301

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AOK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Core Conservative Allocation ETF (AOK) stake by 100% in Q4 2022, buying an estimated $14.7K and bringing the position to 880 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Heritage Wealth Management (Arizona) first reported a position in AOK in Q1 2021 and has held it in 7 quarters since. The position peaked at $75K in Q2 2021. 164 funds tracked by Wall St. Rank hold AOK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 880 shares of iShares Core Conservative Allocation ETF worth $29.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 440 iShares Core Conservative Allocation ETF shares in Q4 2022, an estimated $14.7K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #585 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Core Conservative Allocation ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares Core Conservative Allocation ETF position peaked at $75K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.