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Jaffetilchin Investment Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-61
Closed -$2.37K – 418
2024
Q3 		$2.37K Buy
+61
New +$2.3K ﹤0.01% 1158

Other funds holding AOK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jaffetilchin Investment Partners's AOK Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2024, closing a stake of 61 shares — an estimated $2.37K sold.

Jaffetilchin Investment Partners first reported a position in AOK in Q3 2024 and held it in 1 quarter. The position peaked at $2.37K in Q3 2024. 165 funds tracked by Wall St. Rank hold AOK as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 61 iShares Core Conservative Allocation ETF shares in Q4 2024, an estimated $2.37K.
  • Jaffetilchin Investment Partners first reported a position in iShares Core Conservative Allocation ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's iShares Core Conservative Allocation ETF position peaked at $2.37K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.