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

RFP Financial 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
Q3 		– Sell
-71
Closed -$2.63K – 144
2024
Q2 		$2.63K Hold
71
– – ﹤0.01% 666
2024
Q1 		$2.62K Hold
71
– – ﹤0.01% 626
2023
Q4 		$2.57K Hold
71
– – ﹤0.01% 650
2023
Q3 		$2.42K Hold
71
– – ﹤0.01% 626
2023
Q2 		$2.51K Buy
+71
New +$2.49K ﹤0.01% 660

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

RFP Financial Group's AOK Position: Q3 2024 in Review

RFP Financial Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2024, closing a stake of 71 shares — an estimated $2.63K sold.

RFP Financial Group first reported a position in AOK in Q2 2023 and held it in 5 quarters. The position peaked at $2.63K in Q2 2024. 155 funds tracked by Wall St. Rank hold AOK as of Q3 2024.

  • RFP Financial Group reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 71 iShares Core Conservative Allocation ETF shares in Q3 2024, an estimated $2.63K.
  • RFP Financial Group first reported a position in iShares Core Conservative Allocation ETF in Q2 2023 and held it in 5 quarters.
  • RFP Financial Group's iShares Core Conservative Allocation ETF position peaked at $2.63K in Q2 2024.
  • 155 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.