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Insight Wealth Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Insight Wealth Partners’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 		$375K Hold
9,401
– – 0.15% 88
2025
Q4 		$377K Hold
9,401
– – 0.16% 81
2025
Q3 		$378K Hold
9,401
– – 0.17% 80
2025
Q2 		$367K Hold
9,401
– – 0.2% 78
2025
Q1 		$354K Hold
9,401
– – 0.21% 80
2024
Q4 		$351K Hold
9,401
– – 0.22% 76
2024
Q3 		$363K Buy
9,401
+2,931
+45% +$111K 0.22% 79
2024
Q2 		$239K Hold
6,470
– – 0.15% 85
2024
Q1 		$238K Hold
6,470
– – 0.15% 80
2023
Q4 		$234K Hold
6,470
– – 0.18% 71
2023
Q3 		$220K Hold
6,470
– – 0.18% 68
2023
Q2 		$228K Hold
6,470
– – 0.19% 67
2023
Q1 		$226K Hold
6,470
– – 0.2% 58
2022
Q4 		$217K Buy
+6,470
New +$217K 0.2% 53

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return