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

FSA 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
Q3 		$11.6K Hold
288
– – ﹤0.01% 292
2025
Q2 		$11.3K Hold
288
– – ﹤0.01% 278
2025
Q1 		$10.8K Hold
288
– – ﹤0.01% 265
2024
Q4 		$10.7K Hold
288
– – ﹤0.01% 290
2024
Q3 		$11.1K Buy
+288
New +$10.9K ﹤0.01% 295
2024
Q1 		$10.6K Hold
288
– – ﹤0.01% 321
2023
Q4 		$10K Buy
+288
New +$9.96K ﹤0.01% 312

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
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
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSA Wealth Management's AOK Position: Q3 2025 in Review

FSA Wealth Management held its iShares Core Conservative Allocation ETF (AOK) position steady in Q3 2025 at 288 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

FSA Wealth Management first reported a position in AOK in Q4 2023 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold AOK as of Q3 2025.

  • FSA Wealth Management held 288 shares of iShares Core Conservative Allocation ETF worth $11.6K as of Q3 2025.
  • FSA Wealth Management left its iShares Core Conservative Allocation ETF share count unchanged in Q3 2025.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #292 holding.
  • FSA Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q4 2023 and has held it in 7 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.