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

Sugarloaf 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 		$4.23K Buy
113
+1
+0.9% +$38 ﹤0.01% 586
2024
Q3 		$4.32K Buy
112
+1
+0.9% +$38 ﹤0.01% 579
2024
Q2 		$4.1K Buy
111
+1
+0.9% +$36 ﹤0.01% 546
2024
Q1 		$4.06K Hold
110
– – ﹤0.01% 549
2023
Q4 		$3.97K Buy
110
+2
+2% +$69 ﹤0.01% 560
2023
Q3 		$3.68K Hold
108
– – ﹤0.01% 561
2023
Q2 		$3.79K Buy
108
+2
+2% +$70 ﹤0.01% 570
2023
Q1 		$3.74K Sell
106
-10
-9% -$346 ﹤0.01% 572
2022
Q4 		$3.89K Buy
116
+1
+0.9% +$34 ﹤0.01% 612
2022
Q3 		$4K Buy
115
+1
+0.9% +$35 ﹤0.01% 636
2022
Q2 		$4K Hold
114
– – ﹤0.01% 620
2022
Q1 		$4K Hold
114
– – ﹤0.01% 580
2021
Q4 		$5K Buy
114
+1
+0.9% +$40 ﹤0.01% 582
2021
Q3 		$4K Hold
113
– – ﹤0.01% 621
2021
Q2 		$4K Sell
113
-1,152
-91% -$45.4K ﹤0.01% 608
2021
Q1 		$4 Buy
1,265
+593
+88% +$23K ﹤0.01% 598
2020
Q4 		$26K Buy
672
+6
+0.9% +$228 0.01% 338
2020
Q3 		$25K Sell
666
-568
-46% -$21.1K 0.01% 321
2020
Q2 		$45K Sell
1,234
-20
-2% -$708 0.02% 251
2020
Q1 		$42K Buy
1,254
+353
+39% +$12.6K 0.02% 239
2019
Q4 		$33K Buy
+901
New +$32.3K 0.01% 297

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

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

Sugarloaf Wealth Management increased its iShares Core Conservative Allocation ETF (AOK) stake by 0.89% in Q4 2024, buying an estimated $38 and bringing the position to 113 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Sugarloaf Wealth Management first reported a position in AOK in Q4 2019 and has held it in 21 quarters since. The position peaked at $45K in Q2 2020. 165 funds tracked by Wall St. Rank hold AOK as of Q4 2024.

  • Sugarloaf Wealth Management held 113 shares of iShares Core Conservative Allocation ETF worth $4.23K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 iShares Core Conservative Allocation ETF share in Q4 2024, an estimated $38.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #586 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Core Conservative Allocation ETF position peaked at $45K in Q2 2020.
  • 165 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.