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

Reston Wealth 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
Q4 		– Sell
-229
Closed -$8.87K – 76
2024
Q3 		$8.87K Sell
229
-9,470
-98% -$357K ﹤0.01% 257
2024
Q2 		$358K Buy
9,699
+236
+2% +$8.61K 0.14% 35
2024
Q1 		$348K Sell
9,463
-819
-8% -$29.6K 0.14% 39
2023
Q4 		$372K Sell
10,282
-565
-5% -$19.5K 0.17% 35
2023
Q3 		$368K Sell
10,847
-3,817
-26% -$133K 0.19% 33
2023
Q2 		$517K Buy
14,664
+221
+2% +$7.74K 0.25% 26
2023
Q1 		$505K Sell
14,443
-1,757
-11% -$60.8K 0.26% 26
2022
Q4 		$544K Sell
16,200
-3,844
-19% -$129K 0.3% 25
2022
Q3 		$654K Sell
20,044
-29
-0.1% -$1.01K 0.39% 24
2022
Q2 		$694K Sell
20,073
-1,644
-8% -$58.6K 0.39% 25
2022
Q1 		$818K Sell
21,717
-284
-1% -$10.9K 0.42% 22
2021
Q4 		$880K Sell
22,001
-3,031
-12% -$121K 0.43% 22
2021
Q3 		$989K Sell
25,032
-37,785
-60% -$1.51M 0.51% 20
2021
Q2 		$2.5M Buy
62,817
+10,952
+21% +$431K 1.25% 14
2021
Q1 		$2M Buy
51,865
+10,043
+24% +$389K 1.05% 13
2020
Q4 		$1.62M Sell
41,822
-3,513
-8% -$133K 0.92% 13
2020
Q3 		$1.69M Sell
45,335
-2,331
-5% -$86.8K 1.08% 13
2020
Q2 		$1.74M Sell
47,666
-2,669
-5% -$94.5K 1.19% 13
2020
Q1 		$1.7M Sell
50,335
-18,007
-26% -$642K 1.37% 13
2019
Q4 		$2.48M Buy
68,342
+6,843
+11% +$246K 1.98% 12
2019
Q3 		$2.19M Buy
61,499
+5,863
+11% +$208K 1.96% 13
2019
Q2 		$1.97M Buy
55,636
+2,786
+5% +$96.7K 1.55% 13
2019
Q1 		$1.84M Buy
52,850
+22,709
+75% +$766K 1.47% 15
2018
Q4 		$986K Buy
+30,141
New +$1M 0.94% 18

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

Reston Wealth Management's AOK Position: Q4 2024 in Review

Reston Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2024, closing a stake of 229 shares — an estimated $8.87K sold.

Reston Wealth Management first reported a position in AOK in Q4 2018 and held it in 24 quarters. The position peaked at $2.5M in Q2 2021. 165 funds tracked by Wall St. Rank hold AOK as of Q4 2024.

  • Reston Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 229 iShares Core Conservative Allocation ETF shares in Q4 2024, an estimated $8.87K.
  • Reston Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q4 2018 and held it in 24 quarters.
  • Reston Wealth Management's iShares Core Conservative Allocation ETF position peaked at $2.5M in Q2 2021.
  • 165 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.