Redhawk Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Redhawk Wealth 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
2022 Q2	–	Sell	-9,553	Closed	-$360K	–	163
2022 Q1	$360K	Buy	9,553 +1,236	+15%	+$47.4K	0.1%	142
2021 Q4	$333K	Sell	8,317 -39	-0.5%	-$1.56K	0.09%	162
2021 Q3	$330K	Sell	8,356 -317	-4%	-$12.7K	0.09%	156
2021 Q2	$345K	Buy	8,673 +2,203	+34%	+$86.8K	0.08%	177
2021 Q1	$250K	Buy	+6,470	New	+$251K	0.06%	189

Other funds holding AOK

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Redhawk Wealth Advisors's AOK Position: Q2 2022 in Review

Redhawk Wealth Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2022, closing a stake of 9,553 shares — an estimated $360K sold.

Redhawk Wealth Advisors first reported a position in AOK in Q1 2021 and held it in 5 quarters. The position peaked at $360K in Q1 2022. 166 funds tracked by Wall St. Rank hold AOK as of Q2 2022.

Redhawk Wealth Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2022 after selling out during the quarter.
Redhawk Wealth Advisors sold 9,553 iShares Core Conservative Allocation ETF shares in Q2 2022, an estimated $360K.
Redhawk Wealth Advisors first reported a position in iShares Core Conservative Allocation ETF in Q1 2021 and held it in 5 quarters.
Redhawk Wealth Advisors's iShares Core Conservative Allocation ETF position peaked at $360K in Q1 2022.
166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2022.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2022, filed 25 Aug 2022.