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United Capital Financial Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

United Capital Financial 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
Q1 		– Sell
-41,898
Closed -$1.56M – 1066
2024
Q4 		$1.56M Buy
+41,898
New +$1.59M 0.01% 470

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's AOK Position: Q1 2025 in Review

United Capital Financial Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2025, closing a stake of 41,898 shares — an estimated $1.56M sold.

United Capital Financial Advisors first reported a position in AOK in Q4 2024 and held it in 1 quarter. The position peaked at $1.56M in Q4 2024. 150 funds tracked by Wall St. Rank hold AOK as of Q1 2025.

  • United Capital Financial Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 41,898 iShares Core Conservative Allocation ETF shares in Q1 2025, an estimated $1.56M.
  • United Capital Financial Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and held it in 1 quarter.
  • United Capital Financial Advisors's iShares Core Conservative Allocation ETF position peaked at $1.56M in Q4 2024.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.