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

Mosley 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 		$86.2K Sell
2,079
-299
-13% -$12.3K 0.03% 209
2026
Q1 		$95.5K Buy
+2,378
New +$96.4K 0.04% 181

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
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
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM

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

Mosley Wealth Management reduced its iShares Core Conservative Allocation ETF (AOK) stake by 13% in Q2 2026, selling an estimated $12.3K and leaving 2,079 shares worth $86.2K. The position accounts for 0.03% of the portfolio, ranked #209.

Mosley Wealth Management first reported a position in AOK in Q1 2026 and has held it in 2 quarters since. The position peaked at $95.5K in Q1 2026. 109 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Mosley Wealth Management held 2,079 shares of iShares Core Conservative Allocation ETF worth $86.2K as of Q2 2026.
  • Mosley Wealth Management sold 299 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $12.3K.
  • iShares Core Conservative Allocation ETF made up 0.03% of Mosley Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Mosley Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's iShares Core Conservative Allocation ETF position peaked at $95.5K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.