Rik Saylor Financial’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Rik Saylor Financial’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	$1.2M	Sell	28,954 -535	-2%	-$22K	0.8%	39
2026 Q1	$1.18M	Buy	29,489 +34	+0.1%	+$1.38K	0.89%	40
2025 Q4	$1.18M	Sell	29,455 -161	-0.5%	-$6.5K	0.87%	39
2025 Q3	$1.19M	Sell	29,616 -780	-3%	-$30.7K	0.87%	40
2025 Q2	$1.19M	Sell	30,396 -482	-2%	-$18.2K	0.91%	39
2025 Q1	$1.16M	Sell	30,878 -272	-0.9%	-$10.3K	1.02%	35
2024 Q4	$1.16M	Buy	+31,150	New	+$1.18M	1.07%	33

Other funds holding AOK

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

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

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

ACM

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

BCM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Rik Saylor Financial's AOK Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares Core Conservative Allocation ETF (AOK) stake by 1.8% in Q2 2026, selling an estimated $22K and leaving 28,954 shares worth $1.2M. The position accounts for 0.8% of the portfolio, ranked #39.

Rik Saylor Financial first reported a position in AOK in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Rik Saylor Financial held 28,954 shares of iShares Core Conservative Allocation ETF worth $1.2M as of Q2 2026.
Rik Saylor Financial sold 535 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $22K.
iShares Core Conservative Allocation ETF made up 0.8% of Rik Saylor Financial's portfolio in Q2 2026, its #39 holding.
Rik Saylor Financial first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.