Jim Saulnier & Associates’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Jim Saulnier & Associates’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	$209K	Buy	+5,037	New	+$207K	0.08%	146

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

Jim Saulnier & Associates's AOK Position: Q2 2026 in Review

Jim Saulnier & Associates opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 5,037 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #146 among its holdings.

184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Jim Saulnier & Associates held 5,037 shares of iShares Core Conservative Allocation ETF worth $209K as of Q2 2026.
iShares Core Conservative Allocation ETF was a new Jim Saulnier & Associates position in Q2 2026.
iShares Core Conservative Allocation ETF made up 0.08% of Jim Saulnier & Associates's portfolio in Q2 2026, its #146 holding.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.