Elevated Capital Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History
Bought
Maintained
Sold
Other funds holding AOK
Elevated Capital Advisors's AOK Position: Q3 2026 in Review
Elevated Capital Advisors increased its iShares Core Conservative Allocation ETF (AOK) stake by 0.33% in Q3 2026, buying an estimated $41 and bringing the position to 303 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #443.
Elevated Capital Advisors first reported a position in AOK in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.4K in Q1 2026. 161 funds tracked by Wall St. Rank hold AOK as of Q3 2026.
- Elevated Capital Advisors held 303 shares of iShares Core Conservative Allocation ETF worth $12.2K as of Q3 2026.
- Elevated Capital Advisors bought 1 iShares Core Conservative Allocation ETF share in Q3 2026, an estimated $41.
- iShares Core Conservative Allocation ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #443 holding.
- Elevated Capital Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2025 and has held it in 4 quarters since.
- Elevated Capital Advisors's iShares Core Conservative Allocation ETF position peaked at $13.4K in Q1 2026.
- 161 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.
Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.