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 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 $377B AUM 19.32% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFP

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leo H. Evart Inc's AOK Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q1 2026: 692 shares worth $27.6K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in AOK as recently as Q4 2022.

Leo H. Evart Inc first reported a position in AOK in Q4 2021 and has held it in 6 quarters since. The position peaked at $341K in Q4 2021. 163 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

Leo H. Evart Inc held 692 shares of iShares Core Conservative Allocation ETF worth $27.6K as of Q1 2026.
iShares Core Conservative Allocation ETF was a new Leo H. Evart Inc position in Q1 2026.
iShares Core Conservative Allocation ETF made up 0.02% of Leo H. Evart Inc's portfolio in Q1 2026, its #134 holding.
Leo H. Evart Inc first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and has held it in 6 quarters since.
Leo H. Evart Inc's iShares Core Conservative Allocation ETF position peaked at $341K in Q4 2021.
163 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.