FSM Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

FSM Wealth Advisors’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
2026 Q2	$203K	Buy	+4,899	New	+$201K	0.02%	341

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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

CFP

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

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

FSM Wealth Advisors's AOK Position: Q2 2026 in Review

FSM Wealth Advisors opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 4,899 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #341 among its holdings.

184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

FSM Wealth Advisors held 4,899 shares of iShares Core Conservative Allocation ETF worth $203K as of Q2 2026.
iShares Core Conservative Allocation ETF was a new FSM Wealth Advisors position in Q2 2026.
iShares Core Conservative Allocation ETF made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #341 holding.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.