SEC 13F Intelligence

Stuart Chaussee & Associates, Inc. / AOK

Stuart Chaussee & Associates, Inc.’s Ishares Core 30/70 Position

Does Stuart Chaussee & Associates, Inc. own Ishares Core 30/70 (AOK)? Not currently — the last reported position was 235.8K shares worth $9M in Q4 2019; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$9M
Q4 2019
Shares
235.8K
% of Portfolio
+4.84%
Quarters Held
4
position exited

Position History AOK

Reported value by quarter
Q1 ’19: $10MQ1 ’19Q2 ’19: $9MQ2 ’19Q3 ’19: $9MQ3 ’19Q4 ’19: $9MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2019235.8K$9M+4.84%
Q3 2019248.7K$9M+5.33%
Q2 2019257.5K$9M+5.64%
Q1 2019275.6K$10M+6.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stuart Chaussee & Associates, Inc.’s full portfolio or all institutional holders of AOK.