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IAG Wealth Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

IAG Wealth Partners’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
2023
Q2 		– Sell
-1,900
Closed -$66.4K – 453
2023
Q1 		$66.4K Buy
+1,900
New +$65.7K 0.02% 120

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAG Wealth Partners's AOK Position: Q2 2023 in Review

IAG Wealth Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2023, closing a stake of 1,900 shares — an estimated $66.4K sold.

IAG Wealth Partners first reported a position in AOK in Q1 2023 and held it in 1 quarter. The position peaked at $66.4K in Q1 2023. 149 funds tracked by Wall St. Rank hold AOK as of Q2 2023.

  • IAG Wealth Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 1,900 iShares Core Conservative Allocation ETF shares in Q2 2023, an estimated $66.4K.
  • IAG Wealth Partners first reported a position in iShares Core Conservative Allocation ETF in Q1 2023 and held it in 1 quarter.
  • IAG Wealth Partners's iShares Core Conservative Allocation ETF position peaked at $66.4K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.