Leo H. Evart Inc’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Leo H. Evart Inc’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	$28.7K	Hold	692	–	–	0.02%	136
2026 Q1	$27.6K	Buy	+692	New	+$28.1K	0.02%	134
2023 Q1	–	Sell	-8,545	Closed	-$287K	–	34
2022 Q4	$287K	Sell	8,545 -85	-1%	-$2.85K	0.43%	28
2022 Q3	$282K	Buy	8,630 +49	+0.6%	+$1.7K	0.43%	30
2022 Q2	$297K	Buy	8,581 +32	+0.4%	+$1.14K	0.36%	32
2022 Q1	$322K	Buy	8,549 +16	+0.2%	+$613	0.33%	34
2021 Q4	$341K	Buy	+8,533	New	+$340K	0.33%	31

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

Leo H. Evart Inc's AOK Position: Q2 2026 in Review

Leo H. Evart Inc held its iShares Core Conservative Allocation ETF (AOK) position steady in Q2 2026 at 692 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #136.

Leo H. Evart Inc first reported a position in AOK in Q4 2021 and has held it in 7 quarters since. The position peaked at $341K in Q4 2021. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Leo H. Evart Inc held 692 shares of iShares Core Conservative Allocation ETF worth $28.7K as of Q2 2026.
Leo H. Evart Inc left its iShares Core Conservative Allocation ETF share count unchanged in Q2 2026.
iShares Core Conservative Allocation ETF made up 0.02% of Leo H. Evart Inc's portfolio in Q2 2026, its #136 holding.
Leo H. Evart Inc first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and has held it in 7 quarters since.
Leo H. Evart Inc's iShares Core Conservative Allocation ETF position peaked at $341K in Q4 2021.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.