N.E.W. Advisory Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

N.E.W. Advisory Services’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	$33.1K	Hold	797	–	–	﹤0.01%	448
2026 Q1	$31.8K	Hold	797	–	–	﹤0.01%	432
2025 Q4	$32K	Hold	797	–	–	﹤0.01%	422
2025 Q3	$32K	Hold	797	–	–	﹤0.01%	381
2025 Q2	$31.1K	Sell	797 -795	-50%	-$30.1K	﹤0.01%	381
2025 Q1	$59.9K	Buy	+1,592	New	+$60K	﹤0.01%	330

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

N.E.W. Advisory Services's AOK Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Core Conservative Allocation ETF (AOK) position steady in Q2 2026 at 797 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

N.E.W. Advisory Services first reported a position in AOK in Q1 2025 and has held it in 6 quarters since. The position peaked at $59.9K in Q1 2025. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

N.E.W. Advisory Services held 797 shares of iShares Core Conservative Allocation ETF worth $33.1K as of Q2 2026.
N.E.W. Advisory Services left its iShares Core Conservative Allocation ETF share count unchanged in Q2 2026.
iShares Core Conservative Allocation ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #448 holding.
N.E.W. Advisory Services first reported a position in iShares Core Conservative Allocation ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares Core Conservative Allocation ETF position peaked at $59.9K in Q1 2025.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.