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

Continuum 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
2025
Q2 		– Sell
-28
Closed -$1.05K – 472
2025
Q1 		$1.05K Hold
28
– – ﹤0.01% 1495
2024
Q4 		$1.04K Hold
28
– – ﹤0.01% 1607
2024
Q3 		$1.06K Hold
28
– – ﹤0.01% 1609
2024
Q2 		$1.03K Hold
28
– – ﹤0.01% 1463
2024
Q1 		$1.02K Buy
+28
New +$1.01K ﹤0.01% 1462

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

Continuum Advisory's AOK Position: Q2 2025 in Review

Continuum Advisory sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2025, closing a stake of 28 shares — an estimated $1.05K sold.

Continuum Advisory first reported a position in AOK in Q1 2024 and held it in 5 quarters. The position peaked at $1.06K in Q3 2024. 152 funds tracked by Wall St. Rank hold AOK as of Q2 2025.

  • Continuum Advisory reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 28 iShares Core Conservative Allocation ETF shares in Q2 2025, an estimated $1.05K.
  • Continuum Advisory first reported a position in iShares Core Conservative Allocation ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's iShares Core Conservative Allocation ETF position peaked at $1.06K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.