IF
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Ironwood Financial’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-145
Closed -$6K – 142
2021
Q3 		$6K Hold
145
– – ﹤0.01% 414
2021
Q2 		$6K Hold
145
– – ﹤0.01% 410
2021
Q1 		$6K Sell
145
-425
-75% -$16.5K ﹤0.01% 392
2020
Q4 		$22K Sell
570
-101
-15% -$3.83K 0.01% 234
2020
Q3 		$25K Hold
671
– – 0.01% 171
2020
Q2 		$24K Hold
671
– – 0.01% 166
2020
Q1 		$23K Sell
671
-816
-55% -$29.1K 0.02% 132
2019
Q4 		$54K Hold
1,487
– – 0.02% 105
2019
Q3 		$53K Buy
1,487
+8
+0.5% +$283 0.03% 108
2019
Q2 		$52K Sell
1,479
-145
-9% -$5.03K 0.03% 106
2019
Q1 		$56K Buy
1,624
+216
+15% +$7.29K 0.03% 102
2018
Q4 		$46K Hold
1,408
– – 0.03% 109
2018
Q3 		$48K Sell
1,408
-32
-2% -$1.09K 0.03% 110
2018
Q2 		$49K Sell
1,440
-15
-1% -$511 0.03% 87
2018
Q1 		$50K Hold
1,455
– – 0.05% 72
2017
Q4 		$50K Hold
1,455
– – 0.03% 84
2017
Q3 		$50K Sell
1,455
-25
-2% -$855 0.03% 87
2017
Q2 		$50K Hold
1,480
– – 0.03% 85
2017
Q1 		$49K Hold
1,480
– – 0.03% 84
2016
Q4 		$48K Hold
1,480
– – 0.03% 86
2016
Q3 		$49K Hold
1,480
– – 0.04% 87
2016
Q2 		$49K Sell
1,480
-4
-0.3% -$130 0.04% 89
2016
Q1 		$48K Buy
+1,484
New +$46.6K 0.04% 89
2015
Q3 		$41K Sell
1,310
-1,719
-57% -$55.1K 0.02% 124
2015
Q2 		$98K Buy
3,029
+45
+2% +$1.48K 0.05% 85
2015
Q1 		$99K Hold
2,984
– – 0.05% 85
2014
Q4 		$97K Buy
+2,984
New +$97.2K 0.05% 81

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
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ironwood Financial's AOK Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2021, closing a stake of 145 shares — an estimated $6K sold.

Ironwood Financial first reported a position in AOK in Q4 2014 and held it in 27 quarters. The position peaked at $99K in Q1 2015. 172 funds tracked by Wall St. Rank hold AOK as of Q4 2021.

  • Ironwood Financial reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 145 iShares Core Conservative Allocation ETF shares in Q4 2021, an estimated $6K.
  • Ironwood Financial first reported a position in iShares Core Conservative Allocation ETF in Q4 2014 and held it in 27 quarters.
  • Ironwood Financial's iShares Core Conservative Allocation ETF position peaked at $99K in Q1 2015.
  • 172 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.