Wealthcare Advisory Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-2,898	Closed	-$112K	–	614
2021 Q1	$112K	Buy	+2,898	New	+$112K	0.01%	638
2020 Q2	–	Sell	-880	Closed	-$30K	–	369
2020 Q1	$30K	Buy	+880	New	+$31.4K	﹤0.01%	619

Other funds holding AOK

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

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

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

WCG

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

BCM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Wealthcare Advisory Partners's AOK Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2021, closing a stake of 2,898 shares — an estimated $112K sold.

Wealthcare Advisory Partners first reported a position in AOK in Q1 2020 and held it in 2 quarters. The position peaked at $112K in Q1 2021. 148 funds tracked by Wall St. Rank hold AOK as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,898 iShares Core Conservative Allocation ETF shares in Q2 2021, an estimated $112K.
Wealthcare Advisory Partners first reported a position in iShares Core Conservative Allocation ETF in Q1 2020 and held it in 2 quarters.
Wealthcare Advisory Partners's iShares Core Conservative Allocation ETF position peaked at $112K in Q1 2021.
148 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.