Syverson Strege & Co’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-2,048	Closed	-$71.6K	–	91
2023 Q1	$71.6K	Buy	2,048 +26	+1%	+$899	0.03%	106
2022 Q4	$68K	Buy	2,022 +34	+2%	+$1.14K	0.03%	113
2022 Q3	$65K	Buy	1,988 +82	+4%	+$2.84K	0.03%	108
2022 Q2	$66K	Sell	1,906 -84	-4%	-$2.99K	0.02%	114
2022 Q1	$75K	Sell	1,990 -116	-6%	-$4.45K	0.08%	104
2021 Q4	$84K	Sell	2,106 -510	-19%	-$20.3K	0.06%	104
2021 Q3	$103K	Sell	2,616 -512	-16%	-$20.5K	0.08%	97
2021 Q2	$125K	Buy	3,128 +358	+13%	+$14.1K	0.11%	83
2021 Q1	$107K	Sell	2,770 -944	-25%	-$36.6K	0.11%	86
2020 Q4	$144K	Buy	+3,714	New	+$141K	0.14%	67

Other funds holding AOK

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

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

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

Syverson Strege & Co's AOK Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2023, closing a stake of 2,048 shares — an estimated $71.6K sold.

Syverson Strege & Co first reported a position in AOK in Q4 2020 and held it in 10 quarters. The position peaked at $144K in Q4 2020. 149 funds tracked by Wall St. Rank hold AOK as of Q2 2023.

Syverson Strege & Co reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 2,048 iShares Core Conservative Allocation ETF shares in Q2 2023, an estimated $71.6K.
Syverson Strege & Co first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares Core Conservative Allocation ETF position peaked at $144K in Q4 2020.
149 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.