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Siligmueller & Norvid Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Siligmueller & Norvid Wealth 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 		$904K Buy
+22,519
New +$887K 0.41% 52

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

Siligmueller & Norvid Wealth Advisors's AOK Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q3 2025: 22,519 shares worth $904K. The stake represents 0.41% of the portfolio and ranks #52 among its holdings.

150 funds tracked by Wall St. Rank hold AOK as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 22,519 shares of iShares Core Conservative Allocation ETF worth $904K as of Q3 2025.
  • iShares Core Conservative Allocation ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares Core Conservative Allocation ETF made up 0.41% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #52 holding.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.