Meridian Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Meridian Wealth Management’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	$403K	Buy	+9,713	New	+$399K	0.01%	601
2022 Q3	–	Sell	-12,545	Closed	-$434K	–	495
2022 Q2	$434K	Buy	+12,545	New	+$447K	0.04%	380

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

Meridian Wealth Management's AOK Position: Q2 2026 in Review

Meridian Wealth Management opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 9,713 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in AOK as recently as Q2 2022.

Meridian Wealth Management first reported a position in AOK in Q2 2022 and has held it in 2 quarters since. The position peaked at $434K in Q2 2022. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Meridian Wealth Management held 9,713 shares of iShares Core Conservative Allocation ETF worth $403K as of Q2 2026.
iShares Core Conservative Allocation ETF was a new Meridian Wealth Management position in Q2 2026.
iShares Core Conservative Allocation ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #601 holding.
Meridian Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q2 2022 and has held it in 2 quarters since.
Meridian Wealth Management's iShares Core Conservative Allocation ETF position peaked at $434K in Q2 2022.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.