Networth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Networth 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
2026 Q2	$12.3K	Buy	+297	New	+$12.2K	0.01%	169

Other funds holding AOK

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $145M AUM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

Networth Advisors's AOK Position: Q2 2026 in Review

Networth Advisors opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 297 shares worth $12.3K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings.

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

Networth Advisors held 297 shares of iShares Core Conservative Allocation ETF worth $12.3K as of Q2 2026.
iShares Core Conservative Allocation ETF was a new Networth Advisors position in Q2 2026.
iShares Core Conservative Allocation ETF made up 0.01% of Networth Advisors's portfolio in Q2 2026, its #169 holding.
99 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.