JNBA Financial Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

JNBA Financial Advisors’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
2025 Q2	–	Sell	-132	Closed	-$4.97K	–	654
2025 Q1	$4.97K	Buy	+132	New	+$4.98K	﹤0.01%	543
2024 Q3	–	Sell	-234	Closed	-$8.64K	–	654
2024 Q2	$8.64K	Buy	234 +61	+35%	+$2.23K	﹤0.01%	474
2024 Q1	$6.37K	Buy	173 +43	+33%	+$1.56K	﹤0.01%	506
2023 Q4	$4.7K	Buy	130 +40	+44%	+$1.38K	﹤0.01%	541
2023 Q3	$3.06K	Buy	90 +34	+61%	+$1.19K	﹤0.01%	591
2023 Q2	$1.97K	Buy	+56	New	+$1.96K	﹤0.01%	623
2022 Q4	–	Sell	-245	Closed	-$8K	–	662
2022 Q3	$8K	Sell	245 -134	-35%	-$4.65K	﹤0.01%	480
2022 Q2	$13K	Buy	379 +2	+0.5%	+$71	﹤0.01%	454
2022 Q1	$14K	Buy	377 +2	+0.5%	+$77	﹤0.01%	451
2021 Q4	$15K	Hold	375	–	–	﹤0.01%	464
2021 Q3	$15K	Sell	375 -34	-8%	-$1.36K	﹤0.01%	457
2021 Q2	$16K	Buy	409 +2	+0.5%	+$79	﹤0.01%	426
2021 Q1	$16K	Buy	407 +2	+0.5%	+$78	﹤0.01%	407
2020 Q4	$16K	Buy	405 +134	+49%	+$5.08K	﹤0.01%	386
2020 Q3	$10K	Buy	271 +2	+0.7%	+$74	﹤0.01%	410
2020 Q2	$10K	Hold	269	–	–	﹤0.01%	401
2020 Q1	$9K	Buy	269 +8	+3%	+$285	﹤0.01%	388
2019 Q4	$9K	Sell	261 -33	-11%	-$1.19K	﹤0.01%	440
2019 Q3	$10K	Buy	294 +11	+4%	+$390	﹤0.01%	403
2019 Q2	$10K	Hold	283	–	–	﹤0.01%	432
2019 Q1	$10K	Hold	283	–	–	﹤0.01%	401
2018 Q4	$9K	Buy	+283	New	+$9.39K	﹤0.01%	386
2018 Q3	–	Sell	-323	Closed	-$11K	–	484
2018 Q2	$11K	Buy	323 +2	+0.6%	+$68	﹤0.01%	383
2018 Q1	$11K	Hold	321	–	–	﹤0.01%	365
2017 Q4	$11K	Sell	321 -32	-9%	-$1.11K	﹤0.01%	361
2017 Q3	$12K	Buy	353 +4	+1%	+$137	﹤0.01%	343
2017 Q2	$12K	Hold	349	–	–	﹤0.01%	339
2017 Q1	$12K	Buy	349 +3	+0.9%	+$99	﹤0.01%	341
2016 Q4	$11K	Buy	+346	New	+$11.3K	﹤0.01%	353

Other funds holding AOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

JNBA Financial Advisors's AOK Position: Q2 2025 in Review

JNBA Financial Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2025, closing a stake of 132 shares — an estimated $4.97K sold.

JNBA Financial Advisors first reported a position in AOK in Q4 2016 and held it in 29 quarters. The position peaked at $16K in Q2 2021. 152 funds tracked by Wall St. Rank hold AOK as of Q2 2025.

JNBA Financial Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2025 after selling out during the quarter.
JNBA Financial Advisors sold 132 iShares Core Conservative Allocation ETF shares in Q2 2025, an estimated $4.97K.
JNBA Financial Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2016 and held it in 29 quarters.
JNBA Financial Advisors's iShares Core Conservative Allocation ETF position peaked at $16K in Q2 2021.
152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.