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

IHT 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	-7,066	Closed	-$266K	–	744
2022 Q1	$266K	Hold	7,066	–	–	0.02%	612
2021 Q4	$283K	Sell	7,066 -2,429	-26%	-$96.9K	0.02%	635
2021 Q3	$375K	Sell	9,495 -810	-8%	-$32.4K	0.03%	520
2021 Q2	$410K	Buy	10,305 +1,801	+21%	+$70.9K	0.03%	598
2021 Q1	$329K	Buy	8,504 +2,671	+46%	+$104K	0.02%	601
2020 Q4	$226K	Buy	5,833 +30	+0.5%	+$1.14K	0.02%	650
2020 Q3	$216K	Hold	5,803	–	–	0.02%	587
2020 Q2	$211K	Buy	+5,803	New	+$205K	0.03%	508

Other funds holding AOK

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

IHT Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2022, closing a stake of 7,066 shares — an estimated $266K sold.

IHT Wealth Management first reported a position in AOK in Q2 2020 and held it in 8 quarters. The position peaked at $410K in Q2 2021. 166 funds tracked by Wall St. Rank hold AOK as of Q2 2022.

IHT Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2022 after selling out during the quarter.
IHT Wealth Management sold 7,066 iShares Core Conservative Allocation ETF shares in Q2 2022, an estimated $266K.
IHT Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q2 2020 and held it in 8 quarters.
IHT Wealth Management's iShares Core Conservative Allocation ETF position peaked at $410K in Q2 2021.
166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2022.

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