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Mount Yale Investment Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-332
Closed -$13K – 721
2025
Q2 		$13K Buy
+332
New +$12.6K ﹤0.01% 1104

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's AOK Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2025, closing a stake of 332 shares — an estimated $13K sold.

Mount Yale Investment Advisors first reported a position in AOK in Q2 2025 and held it in 1 quarter. The position peaked at $13K in Q2 2025. 150 funds tracked by Wall St. Rank hold AOK as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 332 iShares Core Conservative Allocation ETF shares in Q3 2025, an estimated $13K.
  • Mount Yale Investment Advisors first reported a position in iShares Core Conservative Allocation ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares Core Conservative Allocation ETF position peaked at $13K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.