Consilium Wealth Advisory’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Consilium Wealth Advisory’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 Q3	$1.29M	Buy	32,080 +253	+0.8%	+$10.4K	0.38%	45
2026 Q2	$1.32M	Sell	31,827 -4,623	-13%	-$190K	0.39%	43
2026 Q1	$1.45M	Buy	36,450 +155	+0.4%	+$6.28K	0.5%	38
2025 Q4	$1.46M	Sell	36,295 -800	-2%	-$32.3K	0.54%	34
2025 Q3	$1.49M	Buy	37,095 +314	+0.9%	+$12.4K	0.57%	31
2025 Q2	$1.44M	Sell	36,781 -11,767	-24%	-$445K	0.61%	30
2025 Q1	$1.83M	Buy	48,548 +12,167	+33%	+$459K	0.92%	27
2024 Q4	$1.36M	Buy	36,381 +529	+1%	+$20.1K	0.65%	33
2024 Q3	$1.39M	Sell	35,852 -234	-0.6%	-$8.83K	0.76%	30
2024 Q2	$1.33M	Sell	36,086 -11,808	-25%	-$431K	0.73%	28
2024 Q1	$1.76M	Sell	47,894 -565	-1%	-$20.4K	0.99%	25
2023 Q4	$1.75M	Sell	48,459 -28,579	-37%	-$988K	1.05%	24
2023 Q3	$2.62M	Buy	77,038 +8,971	+13%	+$313K	1.83%	17
2023 Q2	$2.4M	Buy	68,067 +56,064	+467%	+$1.96M	1.66%	17
2023 Q1	$420K	Buy	+12,003	New	+$415K	0.36%	55
2022 Q2	–	Sell	-6,845	Closed	-$258K	–	72
2022 Q1	$258K	Buy	+6,845	New	+$262K	0.18%	76

Other funds holding AOK

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Avalon Capital Management Port Of Redwood City, California $434M AUM 37.55% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Consilium Wealth Advisory's AOK Position: Q3 2026 in Review

Consilium Wealth Advisory increased its iShares Core Conservative Allocation ETF (AOK) stake by 0.79% in Q3 2026, buying an estimated $10.4K and bringing the position to 32,080 shares worth $1.29M. The position accounts for 0.38% of the portfolio, ranked #45.

Consilium Wealth Advisory first reported a position in AOK in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.62M in Q3 2023. 85 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

Consilium Wealth Advisory held 32,080 shares of iShares Core Conservative Allocation ETF worth $1.29M as of Q3 2026.
Consilium Wealth Advisory bought 253 iShares Core Conservative Allocation ETF shares in Q3 2026, an estimated $10.4K.
iShares Core Conservative Allocation ETF made up 0.38% of Consilium Wealth Advisory's portfolio in Q3 2026, its #45 holding.
Consilium Wealth Advisory first reported a position in iShares Core Conservative Allocation ETF in Q1 2022 and has held it in 16 quarters since.
Consilium Wealth Advisory's iShares Core Conservative Allocation ETF position peaked at $2.62M in Q3 2023.
85 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.