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 Q2	$390K	Hold	9,401	–	–	0.05%	94
2026 Q1	$375K	Hold	9,401	–	–	0.05%	88
2025 Q4	$377K	Hold	9,401	–	–	0.05%	81
2025 Q3	$378K	Hold	9,401	–	–	0.12%	80
2025 Q2	$367K	Hold	9,401	–	–	0.14%	78
2025 Q1	$354K	Hold	9,401	–	–	0.06%	80
2024 Q4	$351K	Hold	9,401	–	–	0.05%	76
2024 Q3	$363K	Buy	9,401 +2,931	+45%	+$111K	0.07%	79
2024 Q2	$239K	Hold	6,470	–	–	0.04%	85
2024 Q1	$238K	Hold	6,470	–	–	0.04%	80
2023 Q4	$234K	Hold	6,470	–	–	0.04%	71
2023 Q3	$220K	Hold	6,470	–	–	0.04%	68
2023 Q2	$228K	Hold	6,470	–	–	0.05%	67
2023 Q1	$226K	Hold	6,470	–	–	0.05%	58
2022 Q4	$217K	Buy	+6,470	New	+$217K	0.16%	53

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

Insight Wealth Partners's AOK Position: Q2 2026 in Review

Insight Wealth Partners held its iShares Core Conservative Allocation ETF (AOK) position steady in Q2 2026 at 9,401 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #94.

Insight Wealth Partners first reported a position in AOK in Q4 2022 and has held it in 15 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Insight Wealth Partners held 9,401 shares of iShares Core Conservative Allocation ETF worth $390K as of Q2 2026.
Insight Wealth Partners left its iShares Core Conservative Allocation ETF share count unchanged in Q2 2026.
iShares Core Conservative Allocation ETF made up 0.05% of Insight Wealth Partners's portfolio in Q2 2026, its #94 holding.
Insight Wealth Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and has held it in 15 quarters since.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.