Fortitude Family Office’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Fortitude Family Office’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 Q3	–	Hold	0	–	–	–	1975
2025 Q2	–	Hold	0	–	–	–	2024
2025 Q1	–	Sell	-16,665	Closed	-$628K	–	1144
2024 Q4	$622K	Buy	+16,665	New	+$633K	0.22%	66
2024 Q3	–	Hold	0	–	–	–	1205
2024 Q2	–	Hold	0	–	–	–	961
2024 Q1	–	Hold	0	–	–	–	967
2023 Q4	–	Hold	0	–	–	–	1006

Other funds holding AOK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCG

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

IAG

Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fortitude Family Office's AOK Position: Q3 2025 in Review

Fortitude Family Office held its iShares Core Conservative Allocation ETF (AOK) position steady in Q3 2025 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Fortitude Family Office first reported a position in AOK in Q4 2024 and has held it in 1 quarter since. The position peaked at $622K in Q4 2024. 151 funds tracked by Wall St. Rank hold AOK as of Q3 2025.

Fortitude Family Office held 0 shares of iShares Core Conservative Allocation ETF worth $4 as of Q3 2025.
Fortitude Family Office left its iShares Core Conservative Allocation ETF share count unchanged in Q3 2025.
iShares Core Conservative Allocation ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2025, its #1975 holding.
Fortitude Family Office first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and has held it in 1 quarter since.
Fortitude Family Office's iShares Core Conservative Allocation ETF position peaked at $622K in Q4 2024.
151 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.