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Diversify Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Diversify Wealth Management’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
Q1 		– Sell
-5,824
Closed -$215K – 511
2024
Q4 		$215K Sell
5,824
-15
-0.3% -$570 0.02% 483
2024
Q3 		$221K Buy
+5,839
New +$220K 0.02% 442

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversify Wealth Management's AOK Position: Q1 2025 in Review

Diversify Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2025, closing a stake of 5,824 shares — an estimated $215K sold.

Diversify Wealth Management first reported a position in AOK in Q3 2024 and held it in 2 quarters. The position peaked at $221K in Q3 2024. 150 funds tracked by Wall St. Rank hold AOK as of Q1 2025.

  • Diversify Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 5,824 iShares Core Conservative Allocation ETF shares in Q1 2025, an estimated $215K.
  • Diversify Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q3 2024 and held it in 2 quarters.
  • Diversify Wealth Management's iShares Core Conservative Allocation ETF position peaked at $221K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.