Madden Advisory Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Madden Advisory Services’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 Q1	–	Sell	-56,141	Closed	-$2.03M	–	73
2019 Q4	$2.03M	Sell	56,141 -40,083	-42%	-$1.44M	1.33%	22
2019 Q3	$3.43M	Sell	96,224 -66,777	-41%	-$2.37M	2.44%	14
2019 Q2	$5.77M	Sell	163,001 -32,316	-17%	-$1.12M	3.6%	6
2019 Q1	$6.74M	Buy	195,317 +3,336	+2%	+$113K	3.61%	5
2018 Q4	$6.28M	Buy	191,981 +1,481	+0.8%	+$49.2K	3.79%	5
2018 Q3	$6.51M	Buy	190,500 +1,376	+0.7%	+$47K	3.93%	5
2018 Q2	$6.43M	Buy	189,124 +6,005	+3%	+$205K	4.08%	6
2018 Q1	$6.27M	Buy	183,119 +9,907	+6%	+$342K	3.81%	7
2017 Q4	$6M	Buy	173,212 +4,984	+3%	+$173K	3.62%	8
2017 Q3	$5.8M	Buy	168,228 +3,184	+2%	+$109K	3.67%	8
2017 Q2	$5.61M	Buy	165,044 +2,766	+2%	+$93.4K	3.7%	8
2017 Q1	$5.41M	Sell	162,278 -5,052	-3%	-$166K	3.49%	7
2016 Q4	$5.44M	Buy	167,330 +4,840	+3%	+$158K	3.69%	6
2016 Q3	$5.42M	Buy	162,490 +2,940	+2%	+$97.7K	3.33%	5
2016 Q2	$5.23M	Sell	159,550 -1,085	-0.7%	-$35.2K	3.24%	5
2016 Q1	$5.18M	Buy	160,635 +9,964	+7%	+$313K	3.38%	6
2015 Q4	$4.77M	Buy	150,671 +537	+0.4%	+$17.2K	3.14%	6
2015 Q3	$4.72M	Buy	150,134 +7,854	+6%	+$252K	3.1%	6
2015 Q2	$4.62M	Buy	142,280 +4,899	+4%	+$161K	2.76%	6
2015 Q1	$4.54M	Sell	137,381 -3,740	-3%	-$122K	2.74%	7
2014 Q4	$4.6M	Sell	141,121 -9,704	-6%	-$316K	2.62%	8
2014 Q3	$4.9M	Buy	150,825 +2,932	+2%	+$96.1K	2.54%	7
2014 Q2	$4.89M	Buy	147,893 +13,063	+10%	+$426K	2.49%	8
2014 Q1	$4.37M	Sell	134,830 -13,502	-9%	-$433K	2.39%	8
2013 Q4	$4.75M	Sell	148,332 -3,905	-3%	-$124K	3.57%	5
2013 Q3	$4.78M	Sell	152,237 -21,326	-12%	-$663K	4.16%	5
2013 Q2	$5.34M	Buy	+173,563	New	+$5.43M	4.39%	3

Other funds holding AOK

DWM

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

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

PAG

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

WCG

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

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Madden Advisory Services's AOK Position: Q1 2020 in Review

Madden Advisory Services sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2020, closing a stake of 56,141 shares — an estimated $2.03M sold.

Madden Advisory Services first reported a position in AOK in Q2 2013 and held it in 27 quarters. The position peaked at $6.74M in Q1 2019. 111 funds tracked by Wall St. Rank hold AOK as of Q1 2020.

Madden Advisory Services reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 56,141 iShares Core Conservative Allocation ETF shares in Q1 2020, an estimated $2.03M.
Madden Advisory Services first reported a position in iShares Core Conservative Allocation ETF in Q2 2013 and held it in 27 quarters.
Madden Advisory Services's iShares Core Conservative Allocation ETF position peaked at $6.74M in Q1 2019.
111 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.