Madrona Funds’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Madrona Funds’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
2019 Q3	$389K	Buy	+10,907	New	+$386K	0.29%	41

Other funds holding AOK

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

SBL

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Madrona Funds's AOK Position: Q3 2019 in Review

Madrona Funds opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q3 2019: 10,907 shares worth $389K. The stake represents 0.29% of the portfolio and ranks #41 among its holdings.

95 funds tracked by Wall St. Rank hold AOK as of Q3 2019.

Madrona Funds held 10,907 shares of iShares Core Conservative Allocation ETF worth $389K as of Q3 2019.
iShares Core Conservative Allocation ETF was a new Madrona Funds position in Q3 2019.
iShares Core Conservative Allocation ETF made up 0.29% of Madrona Funds's portfolio in Q3 2019, its #41 holding.
95 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2019.

Based on Madrona Funds's 13F filing for Q3 2019, filed 5 Nov 2019.