Truist Financial
AOK icon

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

Truist Financial’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
2025
Q1 		– Sell
-9,880
Closed -$369K – 2548
2024
Q4 		$369K Buy
+9,880
New +$376K ﹤0.01% 2046
2024
Q1 		– Sell
-38,398
Closed -$1.39M – 2615
2023
Q4 		$1.39M Buy
+38,398
New +$1.33M ﹤0.01% 1448
2023
Q1 		– Sell
-44,048
Closed -$1.48M – 2567
2022
Q4 		$1.48M Sell
44,048
-19,865
-31% -$666K ﹤0.01% 1360
2022
Q3 		$2.08M Buy
63,913
+37,568
+143% +$1.3M ﹤0.01% 1147
2022
Q2 		$911K Buy
26,345
+9,432
+56% +$336K ﹤0.01% 1594
2022
Q1 		$637K Sell
16,913
-19,135
-53% -$733K ﹤0.01% 1860
2021
Q4 		$1.44M Buy
+36,048
New +$1.44M ﹤0.01% 1449
2021
Q1 		– Sell
-7,090
Closed -$275K – 2624
2020
Q4 		$275K Buy
+7,090
New +$269K ﹤0.01% 2211
2020
Q2 		– Sell
-19,085
Closed -$645K – 2411
2020
Q1 		$645K Buy
19,085
+10,357
+119% +$369K ﹤0.01% 1441
2019
Q4 		$317K Buy
+8,728
New +$313K ﹤0.01% 2120

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial's AOK Position: Q1 2025 in Review

Truist Financial sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2025, closing a stake of 9,880 shares — an estimated $369K sold.

Truist Financial first reported a position in AOK in Q4 2019 and held it in 10 quarters. The position peaked at $2.08M in Q3 2022. 150 funds tracked by Wall St. Rank hold AOK as of Q1 2025.

  • Truist Financial reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 9,880 iShares Core Conservative Allocation ETF shares in Q1 2025, an estimated $369K.
  • Truist Financial first reported a position in iShares Core Conservative Allocation ETF in Q4 2019 and held it in 10 quarters.
  • Truist Financial's iShares Core Conservative Allocation ETF position peaked at $2.08M in Q3 2022.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.