Wolverine Trading
AOK icon

Wolverine Trading’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Wolverine Trading’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
Q4 		– Sell
-12,006
Closed -$475K – 5713
2021
Q3 		$475K Buy
+12,006
New +$481K ﹤0.01% 4008
2020
Q4 		– Sell
-11,560
Closed -$430K – 4757
2020
Q3 		$430K Buy
+11,560
New +$430K ﹤0.01% 2987
2019
Q2 		– Sell
-29,762
Closed -$1.03M – 4363
2019
Q1 		$1.03M Buy
+29,762
New +$1M ﹤0.01% 2040

Other funds holding AOK

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wolverine Trading's AOK Position: Q4 2021 in Review

Wolverine Trading sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2021, closing a stake of 12,006 shares — an estimated $475K sold.

Wolverine Trading first reported a position in AOK in Q1 2019 and held it in 3 quarters. The position peaked at $1.03M in Q1 2019. 172 funds tracked by Wall St. Rank hold AOK as of Q4 2021.

  • Wolverine Trading reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Wolverine Trading sold 12,006 iShares Core Conservative Allocation ETF shares in Q4 2021, an estimated $475K.
  • Wolverine Trading first reported a position in iShares Core Conservative Allocation ETF in Q1 2019 and held it in 3 quarters.
  • Wolverine Trading's iShares Core Conservative Allocation ETF position peaked at $1.03M in Q1 2019.
  • 172 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2021.

Based on Wolverine Trading's 13F filing for Q4 2021, filed 14 Feb 2022.