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Merit Financial Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Merit Financial Group’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 		$244K Buy
+5,881
New +$241K ﹤0.01% 1963

Other funds holding AOK

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's AOK Position: Q2 2026 in Review

Merit Financial Group opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 5,881 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #1963 among its holdings.

22 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Merit Financial Group held 5,881 shares of iShares Core Conservative Allocation ETF worth $244K as of Q2 2026.
  • iShares Core Conservative Allocation ETF was a new Merit Financial Group position in Q2 2026.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1963 holding.
  • 22 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.