Financial Perspectives’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Financial Perspectives’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	-155	Closed	-$5.83K	–	725
2025 Q1	$5.83K	Hold	155	–	–	﹤0.01%	555
2024 Q4	$5.78K	Hold	155	–	–	﹤0.01%	556
2024 Q3	$5.99K	Hold	155	–	–	﹤0.01%	511
2024 Q2	$5.72K	Hold	155	–	–	﹤0.01%	505
2024 Q1	$5.71K	Hold	155	–	–	﹤0.01%	499
2023 Q4	$5.6K	Hold	155	–	–	﹤0.01%	516
2023 Q3	$5.26K	Hold	155	–	–	﹤0.01%	507
2023 Q2	$5.46K	Hold	155	–	–	﹤0.01%	504
2023 Q1	$5.42K	Hold	155	–	–	﹤0.01%	504
2022 Q4	$5.21K	Hold	155	–	–	﹤0.01%	507
2022 Q3	$5.06K	Buy	+155	New	+$5.38K	﹤0.01%	504

Other funds holding AOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Financial Perspectives's AOK Position: Q2 2025 in Review

Financial Perspectives sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2025, closing a stake of 155 shares — an estimated $5.83K sold.

Financial Perspectives first reported a position in AOK in Q3 2022 and held it in 11 quarters. The position peaked at $5.99K in Q3 2024. 152 funds tracked by Wall St. Rank hold AOK as of Q2 2025.

Financial Perspectives reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2025 after selling out during the quarter.
Financial Perspectives sold 155 iShares Core Conservative Allocation ETF shares in Q2 2025, an estimated $5.83K.
Financial Perspectives first reported a position in iShares Core Conservative Allocation ETF in Q3 2022 and held it in 11 quarters.
Financial Perspectives's iShares Core Conservative Allocation ETF position peaked at $5.99K in Q3 2024.
152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2025.

Based on Financial Perspectives's 13F filing for Q2 2025, filed 30 Jul 2025.