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

Golden State 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
Q1 		– Sell
-657
Closed -$26.4K – 1616
2025
Q4 		$26.4K Sell
657
-1,986
-75% -$80.2K ﹤0.01% 859
2025
Q3 		$106K Hold
2,643
– – 0.01% 494
2025
Q2 		$103K Buy
+2,643
New +$99.9K 0.01% 468

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Golden State Wealth Management's AOK Position: Q1 2026 in Review

Golden State Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2026, closing a stake of 657 shares — an estimated $26.4K sold.

Golden State Wealth Management first reported a position in AOK in Q2 2025 and held it in 3 quarters. The position peaked at $106K in Q3 2025. 164 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

  • Golden State Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 657 iShares Core Conservative Allocation ETF shares in Q1 2026, an estimated $26.4K.
  • Golden State Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q2 2025 and held it in 3 quarters.
  • Golden State Wealth Management's iShares Core Conservative Allocation ETF position peaked at $106K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.