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Realta Investment Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-1,195
Closed -$44.1K – 373
2024
Q2 		$44.1K Buy
1,195
+1
+0.1% +$36 0.01% 546
2024
Q1 		$44K Buy
+1,194
New +$43.2K 0.01% 571
2023
Q4 		– Sell
-1,190
Closed -$41.9K – 452
2023
Q3 		$41.9K Hold
1,190
– – 0.01% 544
2023
Q2 		$41.9K Buy
+1,190
New +$41.7K 0.01% 578
2023
Q1 		– Sell
-1,780
Closed -$59.8K – 436
2022
Q4 		$59.8K Sell
1,780
-22
-1% -$737 0.01% 541
2022
Q3 		$59K Buy
+1,802
New +$62.5K 0.02% 513
2020
Q1 		– Sell
-1,119
Closed -$39K – 346
2019
Q4 		$39K Buy
1,119
+3
+0.3% +$108 0.01% 729
2019
Q3 		$39K Buy
1,116
+4
+0.4% +$142 0.01% 731
2019
Q2 		$39K Buy
1,112
+4
+0.4% +$139 0.01% 731
2019
Q1 		$37K Buy
+1,108
New +$37.4K 0.02% 619

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
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
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

Realta Investment Advisors's AOK Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2024, closing a stake of 1,195 shares — an estimated $44.1K sold.

Realta Investment Advisors first reported a position in AOK in Q1 2019 and held it in 10 quarters. The position peaked at $59.8K in Q4 2022. 155 funds tracked by Wall St. Rank hold AOK as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,195 iShares Core Conservative Allocation ETF shares in Q3 2024, an estimated $44.1K.
  • Realta Investment Advisors first reported a position in iShares Core Conservative Allocation ETF in Q1 2019 and held it in 10 quarters.
  • Realta Investment Advisors's iShares Core Conservative Allocation ETF position peaked at $59.8K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.