Retirement Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Retirement Group’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 Q1	$73.7K	Hold	2,000	–	–	0.03%	193
2023 Q4	$72.3K	Hold	2,000	–	–	0.03%	181
2023 Q3	$67.9K	Hold	2,000	–	–	0.03%	176
2023 Q2	$70.5K	Hold	2,000	–	–	0.03%	168
2023 Q1	$70K	Hold	2,000	–	–	0.03%	162
2022 Q4	$67K	Buy	+2,000	New	+$67K	0.03%	160
2022 Q3	–	Sell	-2,000	Closed	-$69K	–	491
2022 Q2	$69K	Hold	2,000	–	–	0.03%	185
2022 Q1	$75K	Hold	2,000	–	–	0.03%	190
2021 Q4	$80K	Hold	2,000	–	–	0.03%	181
2021 Q3	$79K	Buy	+2,000	New	+$80.1K	0.04%	181

Other funds holding AOK

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Retirement Group's AOK Position: Q1 2024 in Review

Retirement Group held its iShares Core Conservative Allocation ETF (AOK) position steady in Q1 2024 at 2,000 shares worth $73.7K. The position accounts for 0.03% of the portfolio, ranked #193.

Retirement Group first reported a position in AOK in Q3 2021 and has held it in 10 quarters since. The position peaked at $80K in Q4 2021. 156 funds tracked by Wall St. Rank hold AOK as of Q1 2024.

Retirement Group held 2,000 shares of iShares Core Conservative Allocation ETF worth $73.7K as of Q1 2024.
Retirement Group left its iShares Core Conservative Allocation ETF share count unchanged in Q1 2024.
iShares Core Conservative Allocation ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #193 holding.
Retirement Group first reported a position in iShares Core Conservative Allocation ETF in Q3 2021 and has held it in 10 quarters since.
Retirement Group's iShares Core Conservative Allocation ETF position peaked at $80K in Q4 2021.
156 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.