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Life Planning Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Life Planning 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
2022
Q3 		$9.04K Hold
277
– – 0.01% 135
2022
Q2 		$10K Hold
277
– – 0.01% 136
2022
Q1 		$10K Hold
277
– – 0.01% 132
2021
Q4 		$11K Buy
+277
New +$11.1K 0.01% 127

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Life Planning Partners's AOK Position: Q3 2022 in Review

Life Planning Partners held its iShares Core Conservative Allocation ETF (AOK) position steady in Q3 2022 at 277 shares worth $9.04K. The position accounts for 0.01% of the portfolio, ranked #135.

Life Planning Partners first reported a position in AOK in Q4 2021 and has held it in 4 quarters since. The position peaked at $11K in Q4 2021. 152 funds tracked by Wall St. Rank hold AOK as of Q3 2022.

  • Life Planning Partners held 277 shares of iShares Core Conservative Allocation ETF worth $9.04K as of Q3 2022.
  • Life Planning Partners left its iShares Core Conservative Allocation ETF share count unchanged in Q3 2022.
  • iShares Core Conservative Allocation ETF made up 0.01% of Life Planning Partners's portfolio in Q3 2022, its #135 holding.
  • Life Planning Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and has held it in 4 quarters since.
  • Life Planning Partners's iShares Core Conservative Allocation ETF position peaked at $11K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.