Wealth Enhancement Advisory Services
AOK icon

Wealth Enhancement Advisory Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Wealth Enhancement Advisory Services’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 		$256K Buy
+6,222
New +$255K ﹤0.01% 3350
2026
Q1 		– Sell
-6,776
Closed -$275K – 3579
2025
Q4 		$275K Buy
6,776
+1,085
+19% +$43.8K ﹤0.01% 2995
2025
Q3 		$229K Sell
5,691
-3
-0.1% -$118 ﹤0.01% 3008
2025
Q2 		$222K Sell
5,694
-6,455
-53% -$244K ﹤0.01% 2902
2025
Q1 		$457K Sell
12,149
-2,316
-16% -$87.3K ﹤0.01% 2132
2024
Q4 		$540K Buy
+14,465
New +$550K ﹤0.01% 1938

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's AOK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 6,222 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #3350 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in AOK as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in AOK in Q4 2024 and has held it in 6 quarters since. The position peaked at $540K in Q4 2024. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,222 shares of iShares Core Conservative Allocation ETF worth $256K as of Q2 2026.
  • iShares Core Conservative Allocation ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3350 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's iShares Core Conservative Allocation ETF position peaked at $540K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.