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VisionPoint Advisory Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

VisionPoint Advisory 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
2025
Q1 		– Sell
-6,463
Closed -$241K – 213
2024
Q4 		$241K Buy
+6,463
New +$246K 0.08% 166

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

VisionPoint Advisory Group's AOK Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2025, closing a stake of 6,463 shares — an estimated $241K sold.

VisionPoint Advisory Group first reported a position in AOK in Q4 2024 and held it in 1 quarter. The position peaked at $241K in Q4 2024. 150 funds tracked by Wall St. Rank hold AOK as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 6,463 iShares Core Conservative Allocation ETF shares in Q1 2025, an estimated $241K.
  • VisionPoint Advisory Group first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's iShares Core Conservative Allocation ETF position peaked at $241K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.