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

GK 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
2026
Q3 		$2.75K Buy
+68
New +$2.79K ﹤0.01% 1257

Other funds holding AOK

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

GK Wealth Management's AOK Position: Q3 2026 in Review

GK Wealth Management opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q3 2026: 68 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings.

7 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

  • GK Wealth Management held 68 shares of iShares Core Conservative Allocation ETF worth $2.75K as of Q3 2026.
  • iShares Core Conservative Allocation ETF was a new GK Wealth Management position in Q3 2026.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1257 holding.
  • 7 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.