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Rain Capital Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Rain Capital Management’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
2024
Q2 		– Sell
-650
Closed -$23.9K – 96
2024
Q1 		$23.9K Buy
650
+7
+1% +$253 0.02% 76
2023
Q4 		$23.2K Buy
643
+4
+0.6% +$138 0.02% 76
2023
Q3 		$21.7K Sell
639
-319
-33% -$11.1K 0.02% 72
2023
Q2 		$33.8K Buy
958
+5
+0.5% +$175 0.03% 65
2023
Q1 		$33.3K Buy
953
+8
+0.8% +$277 0.02% 64
2022
Q4 		$31.7K Buy
+945
New +$31.7K 0.02% 67

Other funds holding AOK

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return