KOC
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Koss-Olinger Consulting’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Koss-Olinger Consulting’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
-5,767
Closed -$217K – 316
2025
Q1 		$217K Buy
+5,767
New +$217K 0.02% 289
2024
Q4 		– Sell
-5,779
Closed -$223K – 192
2024
Q3 		$223K Buy
5,779
+9
+0.2% +$340 0.02% 251
2024
Q2 		$213K Buy
+5,770
New +$210K 0.02% 241
2024
Q1 		– Sell
-5,744
Closed -$208K – 57
2023
Q4 		$208K Buy
+5,744
New +$199K 0.02% 292
2023
Q3 		– Sell
-5,978
Closed -$211K – 278
2023
Q2 		$211K Sell
5,978
-221
-4% -$7.74K 0.02% 247
2023
Q1 		$217K Buy
6,199
+14
+0.2% +$484 0.03% 225
2022
Q4 		$208K Sell
6,185
-38
-0.6% -$1.27K 0.03% 204
2022
Q3 		$203K Buy
6,223
+10
+0.2% +$347 0.03% 202
2022
Q2 		$215K Buy
6,213
+2
+0% +$71 0.04% 158
2022
Q1 		$234K Sell
6,211
-1
-0% -$38 0.04% 165
2021
Q4 		$249K Sell
6,212
-29
-0.5% -$1.16K 0.04% 166
2021
Q3 		$247K Buy
6,241
+7
+0.1% +$280 0.04% 194
2021
Q2 		$248K Hold
6,234
– – 0.04% 203
2021
Q1 		$241K Buy
+6,234
New +$242K 0.04% 196

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Koss-Olinger Consulting's AOK Position: Q2 2025 in Review

Koss-Olinger Consulting sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2025, closing a stake of 5,767 shares — an estimated $217K sold.

Koss-Olinger Consulting first reported a position in AOK in Q1 2021 and held it in 14 quarters. The position peaked at $249K in Q4 2021. 153 funds tracked by Wall St. Rank hold AOK as of Q2 2025.

  • Koss-Olinger Consulting reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 5,767 iShares Core Conservative Allocation ETF shares in Q2 2025, an estimated $217K.
  • Koss-Olinger Consulting first reported a position in iShares Core Conservative Allocation ETF in Q1 2021 and held it in 14 quarters.
  • Koss-Olinger Consulting's iShares Core Conservative Allocation ETF position peaked at $249K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2025.

Based on Koss-Olinger Consulting's 13F filing for Q2 2025, filed 1 Aug 2025.