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Avantax Advisory Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Avantax Advisory Services’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 		$319K Buy
8,169
+2,519
+45% +$95.3K ﹤0.01% 1860
2025
Q1 		$213K Buy
+5,650
New +$213K ﹤0.01% 2067
2023
Q4 		– Sell
-11,212
Closed -$381K – 1575
2023
Q3 		$381K Buy
11,212
+263
+2% +$9.17K ﹤0.01% 1063
2023
Q2 		$386K Sell
10,949
-217
-2% -$7.6K ﹤0.01% 1057
2023
Q1 		$390K Buy
11,166
+34
+0.3% +$1.18K ﹤0.01% 1018
2022
Q4 		$374K Buy
+11,132
New +$373K 0.01% 1001
2022
Q1 		– Sell
-13,785
Closed -$551K – 1281
2021
Q4 		$551K Buy
+13,785
New +$550K 0.01% 729

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Avantax Advisory Services's AOK Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core Conservative Allocation ETF (AOK) stake by 45% in Q2 2025, buying an estimated $95.3K and bringing the position to 8,169 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Avantax Advisory Services first reported a position in AOK in Q4 2021 and has held it in 7 quarters since. The position peaked at $551K in Q4 2021. 152 funds tracked by Wall St. Rank hold AOK as of Q2 2025.

  • Avantax Advisory Services held 8,169 shares of iShares Core Conservative Allocation ETF worth $319K as of Q2 2025.
  • Avantax Advisory Services bought 2,519 iShares Core Conservative Allocation ETF shares in Q2 2025, an estimated $95.3K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1860 holding.
  • Avantax Advisory Services first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and has held it in 7 quarters since.
  • Avantax Advisory Services's iShares Core Conservative Allocation ETF position peaked at $551K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.