Strategic Investment Solutions’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Strategic Investment Solutions’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	$14.4M	Sell	347,664 -49,148	-12%	-$2.02M	3.3%	6
2026 Q1	$15.8M	Buy	396,812 +8,071	+2%	+$327K	3.82%	6
2025 Q4	$15.6M	Buy	+388,741	New	+$15.7M	3.75%	6

Other funds holding AOK

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

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return