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Vermillion & White Wealth Management Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Vermillion & White Wealth Management Group’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
Q1 		– Sell
-63
Closed -$2.53K – 95
2025
Q4 		$2.53K Buy
+63
New +$2.54K ﹤0.01% 480

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vermillion & White Wealth Management Group's AOK Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2026, closing a stake of 63 shares — an estimated $2.53K sold.

Vermillion & White Wealth Management Group first reported a position in AOK in Q4 2025 and held it in 1 quarter. The position peaked at $2.53K in Q4 2025. 163 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 63 iShares Core Conservative Allocation ETF shares in Q1 2026, an estimated $2.53K.
  • Vermillion & White Wealth Management Group first reported a position in iShares Core Conservative Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's iShares Core Conservative Allocation ETF position peaked at $2.53K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.