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

National Wealth Management 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 		$456K Buy
10,982
+412
+4% +$16.9K 0.14% 129
2026
Q1 		$422K Buy
10,570
+2,550
+32% +$103K 0.16% 132
2025
Q4 		$322K Buy
+8,020
New +$324K 0.11% 176
2024
Q4 		– Sell
-5,517
Closed -$213K – 148
2024
Q3 		$213K Sell
5,517
-888
-14% -$33.5K 0.14% 132
2024
Q2 		$237K Sell
6,405
-2,420
-27% -$88.3K 0.18% 118
2024
Q1 		$325K Hold
8,825
– – 0.25% 102
2023
Q4 		$319K Hold
8,825
– – 0.31% 99
2023
Q3 		$300K Hold
8,825
– – 0.33% 96
2023
Q2 		$310K Hold
8,825
– – 0.32% 92
2023
Q1 		$309K Hold
8,825
– – 0.35% 91
2022
Q4 		$297K Sell
8,825
-890
-9% -$29.8K 0.36% 92
2022
Q3 		$317K Hold
9,715
– – 0.41% 76
2022
Q2 		$336K Sell
9,715
-1,823
-16% -$65K 0.42% 69
2022
Q1 		$435K Sell
11,538
-2,396
-17% -$91.8K 0.42% 64
2021
Q4 		$557K Buy
+13,934
New +$556K 0.52% 63

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
RM
RCW Management Jacksonville, Florida $112M AUM
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 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

National Wealth Management Group's AOK Position: Q2 2026 in Review

National Wealth Management Group increased its iShares Core Conservative Allocation ETF (AOK) stake by 3.9% in Q2 2026, buying an estimated $16.9K and bringing the position to 10,982 shares worth $456K. The position accounts for 0.14% of the portfolio, ranked #129.

National Wealth Management Group first reported a position in AOK in Q4 2021 and has held it in 15 quarters since. The position peaked at $557K in Q4 2021. 27 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • National Wealth Management Group held 10,982 shares of iShares Core Conservative Allocation ETF worth $456K as of Q2 2026.
  • National Wealth Management Group bought 412 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $16.9K.
  • iShares Core Conservative Allocation ETF made up 0.14% of National Wealth Management Group's portfolio in Q2 2026, its #129 holding.
  • National Wealth Management Group first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and has held it in 15 quarters since.
  • National Wealth Management Group's iShares Core Conservative Allocation ETF position peaked at $557K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.