Keystone Wealth Services
AOK icon

Keystone Wealth Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Keystone Wealth Services’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 		$219K Buy
+5,409
New +$222K 0.04% 309

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Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Elevation Capital Advisory
Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
High Net Worth Advisory Group
High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return
Gilpin Wealth Management
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
Avalon Capital Management
Avalon Capital Management Port Of Redwood City, California $434M AUM 37.55% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Keystone Wealth Services's AOK Position: Q3 2026 in Review

Keystone Wealth Services opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q3 2026: 5,409 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #309 among its holdings.

106 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

  • Keystone Wealth Services held 5,409 shares of iShares Core Conservative Allocation ETF worth $219K as of Q3 2026.
  • iShares Core Conservative Allocation ETF was a new Keystone Wealth Services position in Q3 2026.
  • iShares Core Conservative Allocation ETF made up 0.04% of Keystone Wealth Services's portfolio in Q3 2026, its #309 holding.
  • 106 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.