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Bellwether Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-646
Closed -$25.2K – 157
2025
Q2 		$25.2K Buy
646
+35
+6% +$1.32K ﹤0.01% 277
2025
Q1 		$23K Buy
611
+34
+6% +$1.28K ﹤0.01% 265
2024
Q4 		$21.5K Buy
+577
New +$21.9K ﹤0.01% 278
2023
Q2 		– Sell
-279
Closed -$9.75K – 105
2023
Q1 		$9.75K Buy
279
+39
+16% +$1.35K ﹤0.01% 277
2022
Q4 		$8.07K Buy
240
+66
+38% +$2.21K ﹤0.01% 280
2022
Q3 		$5K Buy
174
+41
+31% +$1.42K ﹤0.01% 316
2022
Q2 		$4K Buy
133
+55
+71% +$1.96K ﹤0.01% 288
2022
Q1 		$2K Buy
78
+67
+609% +$2.57K ﹤0.01% 439
2021
Q4 		$0 Buy
+11
New +$439 ﹤0.01% 560

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
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
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bellwether Advisors's AOK Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2025, closing a stake of 646 shares — an estimated $25.2K sold.

Bellwether Advisors first reported a position in AOK in Q4 2021 and held it in 9 quarters. The position peaked at $25.2K in Q2 2025. 150 funds tracked by Wall St. Rank hold AOK as of Q3 2025.

  • Bellwether Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 646 iShares Core Conservative Allocation ETF shares in Q3 2025, an estimated $25.2K.
  • Bellwether Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and held it in 9 quarters.
  • Bellwether Advisors's iShares Core Conservative Allocation ETF position peaked at $25.2K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.