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Spartan Wealth Advisory Services LLC’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$389K Sell
9,369
-1,811
-16% -$74.3K 0.03% 237
2026
Q1 		$446K Buy
+11,180
New +$453K 0.04% 222

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
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
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's AOK Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its iShares Core Conservative Allocation ETF (AOK) stake by 16% in Q2 2026, selling an estimated $74.3K and leaving 9,369 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #237.

Spartan Wealth Advisory Services LLC first reported a position in AOK in Q1 2026 and has held it in 2 quarters since. The position peaked at $446K in Q1 2026. 179 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 9,369 shares of iShares Core Conservative Allocation ETF worth $389K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 1,811 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $74.3K.
  • iShares Core Conservative Allocation ETF made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #237 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares Core Conservative Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's iShares Core Conservative Allocation ETF position peaked at $446K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.