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

LifePlan 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
2020 Q3	$11K	Hold	283	–	–	﹤0.01%	398
2020 Q2	$10K	Buy	283 +244	+626%	+$8.64K	﹤0.01%	404
2020 Q1	$1K	Hold	39	–	–	﹤0.01%	515
2019 Q4	$1K	Hold	39	–	–	﹤0.01%	521
2019 Q3	$1K	Hold	39	–	–	﹤0.01%	515
2019 Q2	$1K	Buy	+39	New	+$1.35K	﹤0.01%	516
2018 Q2	–	Sell	-433	Closed	-$15K	–	519
2018 Q1	$15K	Buy	+433	New	+$14.9K	0.01%	336

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WCG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LifePlan Financial Group's AOK Position: Q3 2020 in Review

LifePlan Financial Group held its iShares Core Conservative Allocation ETF (AOK) position steady in Q3 2020 at 283 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

LifePlan Financial Group first reported a position in AOK in Q1 2018 and has held it in 7 quarters since. The position peaked at $15K in Q1 2018. 131 funds tracked by Wall St. Rank hold AOK as of Q3 2020.

LifePlan Financial Group held 283 shares of iShares Core Conservative Allocation ETF worth $11K as of Q3 2020.
LifePlan Financial Group left its iShares Core Conservative Allocation ETF share count unchanged in Q3 2020.
iShares Core Conservative Allocation ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #398 holding.
LifePlan Financial Group first reported a position in iShares Core Conservative Allocation ETF in Q1 2018 and has held it in 7 quarters since.
LifePlan Financial Group's iShares Core Conservative Allocation ETF position peaked at $15K in Q1 2018.
131 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.