RW
AOK icon

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

REDW Wealth’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
Q4 		– Sell
-16,665
Closed -$644K – 108
2024
Q3 		$644K Hold
16,665
– – 0.17% 75
2024
Q2 		$615K Hold
16,665
– – 0.16% 76
2024
Q1 		$614K Hold
16,665
– – 0.17% 75
2023
Q4 		$602K Buy
+16,665
New +$576K 0.17% 70

Other funds holding AOK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

REDW Wealth's AOK Position: Q4 2024 in Review

REDW Wealth sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2024, closing a stake of 16,665 shares — an estimated $644K sold.

REDW Wealth first reported a position in AOK in Q4 2023 and held it in 4 quarters. The position peaked at $644K in Q3 2024. 165 funds tracked by Wall St. Rank hold AOK as of Q4 2024.

  • REDW Wealth reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 16,665 iShares Core Conservative Allocation ETF shares in Q4 2024, an estimated $644K.
  • REDW Wealth first reported a position in iShares Core Conservative Allocation ETF in Q4 2023 and held it in 4 quarters.
  • REDW Wealth's iShares Core Conservative Allocation ETF position peaked at $644K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.