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 Q3	$399K	Buy	9,886 +485	+5%	+$19.9K	0.05%	93
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $446M AUM 20.64% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

Investment Advisory Group Hanover, Massachusetts $479M AUM 15.61% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Insight Wealth Partners's AOK Position: Q3 2026 in Review

Insight Wealth Partners increased its iShares Core Conservative Allocation ETF (AOK) stake by 5.2% in Q3 2026, buying an estimated $19.9K and bringing the position to 9,886 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #93.

Insight Wealth Partners first reported a position in AOK in Q4 2022 and has held it in 16 quarters since. 161 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

Insight Wealth Partners held 9,886 shares of iShares Core Conservative Allocation ETF worth $399K as of Q3 2026.
Insight Wealth Partners bought 485 iShares Core Conservative Allocation ETF shares in Q3 2026, an estimated $19.9K.
iShares Core Conservative Allocation ETF made up 0.05% of Insight Wealth Partners's portfolio in Q3 2026, its #93 holding.
Insight Wealth Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and has held it in 16 quarters since.
161 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.