Visionary Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Visionary 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
2026 Q2	$943K	Sell	22,737 -5,338	-19%	-$219K	0.04%	317
2026 Q1	$1.12M	Sell	28,075 -20,303	-42%	-$823K	0.05%	258
2025 Q4	$1.94M	Sell	48,378 -50,861	-51%	-$2.05M	0.09%	202
2025 Q3	$3.99M	Sell	99,239 -55,532	-36%	-$2.19M	0.19%	123
2025 Q2	$6.05M	Buy	154,771 +100,155	+183%	+$3.79M	0.31%	86
2025 Q1	$2.06M	Buy	+54,616	New	+$2.06M	0.12%	166
2022 Q2	–	Sell	-7,530	Closed	-$284K	–	438
2022 Q1	$284K	Buy	+7,530	New	+$289K	0.02%	336
2021 Q3	–	Sell	-13,718	Closed	-$546K	–	322
2021 Q2	$546K	Buy	+13,718	New	+$540K	0.05%	196

Other funds holding AOK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Visionary Wealth Advisors's AOK Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares Core Conservative Allocation ETF (AOK) stake by 19% in Q2 2026, selling an estimated $219K and leaving 22,737 shares worth $943K. The position accounts for 0.04% of the portfolio, ranked #317.

Visionary Wealth Advisors first reported a position in AOK in Q2 2021 and has held it in 8 quarters since. The position peaked at $6.05M in Q2 2025. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Visionary Wealth Advisors held 22,737 shares of iShares Core Conservative Allocation ETF worth $943K as of Q2 2026.
Visionary Wealth Advisors sold 5,338 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $219K.
iShares Core Conservative Allocation ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #317 holding.
Visionary Wealth Advisors first reported a position in iShares Core Conservative Allocation ETF in Q2 2021 and has held it in 8 quarters since.
Visionary Wealth Advisors's iShares Core Conservative Allocation ETF position peaked at $6.05M in Q2 2025.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.