JDM Financial Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

JDM Financial Group’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 Q3	–	Sell	-11,499	Closed	-$425K	–	407
2024 Q2	$425K	Buy	11,499 +2,434	+27%	+$88.8K	0.29%	29
2024 Q1	$334K	Buy	9,065 +1,555	+21%	+$56.3K	0.24%	33
2023 Q4	$271K	Buy	7,510 +1,312	+21%	+$45.4K	0.23%	31
2023 Q3	$210K	Buy	6,198 +138	+2%	+$4.81K	0.19%	35
2023 Q2	$214K	Buy	6,060 +1,679	+38%	+$58.8K	0.19%	37
2023 Q1	$153K	Buy	4,381 +161	+4%	+$5.57K	0.14%	42
2022 Q4	$142K	Buy	+4,220	New	+$141K	0.14%	41

Other funds holding AOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

IAG

Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

JDM Financial Group's AOK Position: Q3 2024 in Review

JDM Financial Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2024, closing a stake of 11,499 shares — an estimated $425K sold.

JDM Financial Group first reported a position in AOK in Q4 2022 and held it in 7 quarters. The position peaked at $425K in Q2 2024. 155 funds tracked by Wall St. Rank hold AOK as of Q3 2024.

JDM Financial Group reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2024 after selling out during the quarter.
JDM Financial Group sold 11,499 iShares Core Conservative Allocation ETF shares in Q3 2024, an estimated $425K.
JDM Financial Group first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and held it in 7 quarters.
JDM Financial Group's iShares Core Conservative Allocation ETF position peaked at $425K in Q2 2024.
155 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2024.

Based on JDM Financial Group's 13F filing for Q3 2024, filed 18 Nov 2024.