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

Advisornet 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
2026
Q2 		$37.7K Sell
908
-165
-15% -$6.77K ﹤0.01% 1207
2026
Q1 		$42.8K Buy
1,073
+100
+10% +$4.05K ﹤0.01% 1102
2025
Q4 		$39.1K Buy
973
+236
+32% +$9.53K ﹤0.01% 1133
2025
Q3 		$29.6K Sell
737
-109
-13% -$4.29K ﹤0.01% 1188
2025
Q2 		$33.1K Sell
846
-135
-14% -$5.11K ﹤0.01% 1128
2025
Q1 		$36.9K Buy
981
+198
+25% +$7.46K ﹤0.01% 1016
2024
Q4 		$29.2K Sell
783
-909
-54% -$34.6K ﹤0.01% 1028
2024
Q3 		$65.4K Hold
1,692
– – ﹤0.01% 822
2024
Q2 		$62.5K Sell
1,692
-119
-7% -$4.34K 0.01% 753
2024
Q1 		$66.7K Sell
1,811
-82
-4% -$2.97K 0.01% 734
2023
Q4 		$68.4K Buy
1,893
+289
+18% +$9.99K 0.01% 733
2023
Q3 		$54.5K Buy
1,604
+52
+3% +$1.81K ﹤0.01% 764
2023
Q2 		$54.7K Buy
1,552
+2
+0.1% +$70 ﹤0.01% 787
2023
Q1 		$54.2K Buy
1,550
+7
+0.5% +$242 0.01% 780
2022
Q4 		$51.9K Buy
1,543
+445
+41% +$14.9K 0.01% 780
2022
Q3 		$36K Buy
1,098
+4
+0.4% +$139 ﹤0.01% 935
2022
Q2 		$38K Sell
1,094
-22
-2% -$784 ﹤0.01% 944
2022
Q1 		$42K Sell
1,116
-188
-14% -$7.21K ﹤0.01% 1020
2021
Q4 		$52K Sell
1,304
-67
-5% -$2.67K ﹤0.01% 997
2021
Q3 		$54K Sell
1,371
-10
-0.7% -$400 ﹤0.01% 979
2021
Q2 		$55K Hold
1,381
– – ﹤0.01% 959
2021
Q1 		$53K Sell
1,381
-11
-0.8% -$427 ﹤0.01% 924
2020
Q4 		$54K Sell
1,392
-20
-1% -$759 ﹤0.01% 850
2020
Q3 		$52K Hold
1,412
– – ﹤0.01% 835
2020
Q2 		$51K Hold
1,412
– – ﹤0.01% 847
2020
Q1 		$48K Sell
1,412
-164
-10% -$5.85K ﹤0.01% 801
2019
Q4 		$57K Sell
1,576
-75
-5% -$2.69K ﹤0.01% 850
2019
Q3 		$59K Hold
1,651
– – 0.01% 837
2019
Q2 		$58K Buy
1,651
+763
+86% +$26.5K 0.01% 765
2019
Q1 		$31K Buy
888
+724
+441% +$24.4K ﹤0.01% 877
2018
Q4 		$5K Hold
164
– – ﹤0.01% 1219
2018
Q3 		$6K Sell
164
-197
-55% -$6.72K ﹤0.01% 1233
2018
Q2 		$12K Buy
+361
New +$12.3K ﹤0.01% 1086

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisornet Financial's AOK Position: Q2 2026 in Review

Advisornet Financial reduced its iShares Core Conservative Allocation ETF (AOK) stake by 15% in Q2 2026, selling an estimated $6.77K and leaving 908 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Advisornet Financial first reported a position in AOK in Q2 2018 and has held it in 33 quarters since. The position peaked at $68.4K in Q4 2023. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Advisornet Financial held 908 shares of iShares Core Conservative Allocation ETF worth $37.7K as of Q2 2026.
  • Advisornet Financial sold 165 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $6.77K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1207 holding.
  • Advisornet Financial first reported a position in iShares Core Conservative Allocation ETF in Q2 2018 and has held it in 33 quarters since.
  • Advisornet Financial's iShares Core Conservative Allocation ETF position peaked at $68.4K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.