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

Selective 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
2022
Q1 		– Sell
-106
Closed -$4K – 720
2021
Q4 		$4K Buy
+106
New +$4.23K ﹤0.01% 565

Other funds holding AOK

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Selective Wealth Management's AOK Position: Q1 2022 in Review

Selective Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2022, closing a stake of 106 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in AOK in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 166 funds tracked by Wall St. Rank hold AOK as of Q1 2022.

  • Selective Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 106 iShares Core Conservative Allocation ETF shares in Q1 2022, an estimated $4K.
  • Selective Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Selective Wealth Management's iShares Core Conservative Allocation ETF position peaked at $4K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.