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Kowal Investment Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-1,994
Closed -$79K – 159
2021
Q3 		$79K Buy
+1,994
New +$79.8K 0.03% 181

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

Kowal Investment Group's AOK Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2021, closing a stake of 1,994 shares — an estimated $79K sold.

Kowal Investment Group first reported a position in AOK in Q3 2021 and held it in 1 quarter. The position peaked at $79K in Q3 2021. 172 funds tracked by Wall St. Rank hold AOK as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1,994 iShares Core Conservative Allocation ETF shares in Q4 2021, an estimated $79K.
  • Kowal Investment Group first reported a position in iShares Core Conservative Allocation ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares Core Conservative Allocation ETF position peaked at $79K in Q3 2021.
  • 172 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.