Medallion Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Medallion Wealth 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
2026 Q2	–	Sell	-1,337	Closed	-$53.3K	–	1224
2026 Q1	$53.3K	Sell	1,337 -49	-4%	-$1.99K	0.02%	465
2025 Q4	$55.6K	Hold	1,386	–	–	0.02%	457
2025 Q3	$55.7K	Hold	1,386	–	–	0.02%	453
2025 Q2	$54.2K	Hold	1,386	–	–	0.02%	453
2025 Q1	$52.2K	Hold	1,386	–	–	0.02%	425
2024 Q4	$52.2K	Buy	+1,386	New	+$52.7K	0.03%	399

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

Medallion Wealth Advisors's AOK Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2026, closing a stake of 1,337 shares — an estimated $53.3K sold.

Medallion Wealth Advisors first reported a position in AOK in Q4 2024 and held it in 6 quarters. The position peaked at $55.7K in Q3 2025. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Medallion Wealth Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 1,337 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $53.3K.
Medallion Wealth Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's iShares Core Conservative Allocation ETF position peaked at $55.7K in Q3 2025.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.