SW
AOK icon

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

SteelPeak 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
2021
Q3 		– Sell
-5,435
Closed -$216K – 432
2021
Q2 		$216K Sell
5,435
-45
-0.8% -$1.77K 0.02% 383
2021
Q1 		$212K Sell
5,480
-172
-3% -$6.67K 0.02% 344
2020
Q4 		$219K Sell
5,652
-193
-3% -$7.32K 0.02% 296
2020
Q3 		$217K Buy
+5,845
New +$218K 0.02% 244

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SteelPeak Wealth's AOK Position: Q3 2021 in Review

SteelPeak Wealth sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2021, closing a stake of 5,435 shares — an estimated $216K sold.

SteelPeak Wealth first reported a position in AOK in Q3 2020 and held it in 4 quarters. The position peaked at $219K in Q4 2020. 154 funds tracked by Wall St. Rank hold AOK as of Q3 2021.

  • SteelPeak Wealth reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • SteelPeak Wealth sold 5,435 iShares Core Conservative Allocation ETF shares in Q3 2021, an estimated $216K.
  • SteelPeak Wealth first reported a position in iShares Core Conservative Allocation ETF in Q3 2020 and held it in 4 quarters.
  • SteelPeak Wealth's iShares Core Conservative Allocation ETF position peaked at $219K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2021.

Based on SteelPeak Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.