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Atria Wealth Solutions’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Atria Wealth Solutions’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
Q2 		$725K Sell
18,555
-10,927
-37% -$413K 0.02% 765
2025
Q1 		$1.11M Buy
29,482
+5,900
+25% +$222K 0.01% 844
2024
Q4 		$880K Sell
23,582
-3,330
-12% -$127K 0.01% 976
2024
Q3 		$1.04M Sell
26,912
-755
-3% -$28.5K 0.01% 902
2024
Q2 		$1.02M Sell
27,667
-4,177
-13% -$152K 0.01% 894
2024
Q1 		$1.17M Sell
31,844
-410
-1% -$14.8K 0.01% 842
2023
Q4 		$1.17M Sell
32,254
-3,932
-11% -$136K 0.01% 805
2023
Q3 		$1.23M Sell
36,186
-11,270
-24% -$393K 0.02% 724
2023
Q2 		$1.67M Sell
47,456
-6,885
-13% -$241K 0.02% 629
2023
Q1 		$1.9M Sell
54,341
-1,400
-3% -$48.4K 0.03% 560
2022
Q4 		$1.87M Sell
55,741
-12,121
-18% -$406K 0.03% 544
2022
Q3 		$2.21M Sell
67,862
-3,025
-4% -$105K 0.04% 445
2022
Q2 		$2.45M Buy
70,887
+44,458
+168% +$1.58M 0.05% 381
2022
Q1 		$995K Buy
+26,429
New +$1.01M 0.02% 733

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
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Atria Wealth Solutions's AOK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Core Conservative Allocation ETF (AOK) stake by 37% in Q2 2025, selling an estimated $413K and leaving 18,555 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #765.

Atria Wealth Solutions first reported a position in AOK in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.45M in Q2 2022. 153 funds tracked by Wall St. Rank hold AOK as of Q2 2025.

  • Atria Wealth Solutions held 18,555 shares of iShares Core Conservative Allocation ETF worth $725K as of Q2 2025.
  • Atria Wealth Solutions sold 10,927 iShares Core Conservative Allocation ETF shares in Q2 2025, an estimated $413K.
  • iShares Core Conservative Allocation ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #765 holding.
  • Atria Wealth Solutions first reported a position in iShares Core Conservative Allocation ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Core Conservative Allocation ETF position peaked at $2.45M in Q2 2022.
  • 153 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.