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Mach-1 Financial Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Mach-1 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
2022
Q2 		– Sell
-81
Closed -$3K – 399
2022
Q1 		$3K Buy
+81
New +$3.1K ﹤0.01% 162

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
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mach-1 Financial Group's AOK Position: Q2 2022 in Review

Mach-1 Financial Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2022, closing a stake of 81 shares — an estimated $3K sold.

Mach-1 Financial Group first reported a position in AOK in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 166 funds tracked by Wall St. Rank hold AOK as of Q2 2022.

  • Mach-1 Financial Group reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 81 iShares Core Conservative Allocation ETF shares in Q2 2022, an estimated $3K.
  • Mach-1 Financial Group first reported a position in iShares Core Conservative Allocation ETF in Q1 2022 and held it in 1 quarter.
  • Mach-1 Financial Group's iShares Core Conservative Allocation ETF position peaked at $3K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2022.

Based on Mach-1 Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.