Wells Fargo’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.26M Sell
102,774
-5,450
-5% -$224K ﹤0.01% 2992
2026
Q1
$4.32M Sell
108,224
-49,476
-31% -$2.01M ﹤0.01% 2715
2025
Q4
$6.33M Buy
157,700
+55,809
+55% +$2.25M ﹤0.01% 2443
2025
Q3
$4.09M Sell
101,891
-27,730
-21% -$1.09M ﹤0.01% 2737
2025
Q2
$5.06M Buy
129,621
+2,397
+2% +$90.6K ﹤0.01% 2461
2025
Q1
$4.79M Sell
127,224
-120,870
-49% -$4.56M ﹤0.01% 2448
2024
Q4
$9.25M Buy
248,094
+155,021
+167% +$5.89M ﹤0.01% 1945
2024
Q3
$3.6M Buy
93,073
+12,626
+16% +$477K ﹤0.01% 2608
2024
Q2
$2.97M Sell
80,447
-87,609
-52% -$3.2M ﹤0.01% 2657
2024
Q1
$6.19M Sell
168,056
-321,846
-66% -$11.6M ﹤0.01% 2108
2023
Q4
$17.7M Buy
489,902
+414,637
+551% +$14.3M ﹤0.01% 1268
2023
Q3
$2.56M Buy
75,265
+8,335
+12% +$291K ﹤0.01% 2614
2023
Q2
$2.36M Sell
66,930
-42,688
-39% -$1.49M ﹤0.01% 2757
2023
Q1
$3.83M Sell
109,618
-537,971
-83% -$18.6M ﹤0.01% 2332
2022
Q4
$21.8M Buy
647,589
+111,023
+21% +$3.72M 0.01% 1064
2022
Q3
$17.5M Buy
536,566
+409,515
+322% +$14.2M 0.01% 1154
2022
Q2
$4.39M Buy
127,051
+10,619
+9% +$378K ﹤0.01% 2193
2022
Q1
$4.39M Sell
116,432
-323,075
-74% -$12.4M ﹤0.01% 2568
2021
Q4
$17.6M Buy
439,507
+337,343
+330% +$13.5M ﹤0.01% 1429
2021
Q3
$4.04M Sell
102,164
-3,012
-3% -$121K ﹤0.01% 3034
2021
Q2
$4.19M Sell
105,176
-15,396
-13% -$606K ﹤0.01% 3014
2021
Q1
$4.66M Buy
120,572
+7,373
+7% +$286K ﹤0.01% 2924
2020
Q4
$4.39M Buy
113,199
+10,148
+10% +$385K ﹤0.01% 2867
2020
Q3
$3.83M Buy
103,051
+4,318
+4% +$161K ﹤0.01% 2753
2020
Q2
$3.6M Buy
98,733
+1,097
+1% +$38.8K ﹤0.01% 2777
2020
Q1
$3.3M Sell
97,636
-3,441
-3% -$123K ﹤0.01% 2583
2019
Q4
$3.66M Buy
101,077
+4,655
+5% +$167K ﹤0.01% 2841
2019
Q3
$3.44M Sell
96,422
-20,249
-17% -$717K ﹤0.01% 2875
2019
Q2
$4.13M Sell
116,671
-23,671
-17% -$822K ﹤0.01% 2736
2019
Q1
$4.84M Sell
140,342
-114,928
-45% -$3.88M ﹤0.01% 2587
2018
Q4
$8.35M Buy
255,270
+57,389
+29% +$1.9M ﹤0.01% 1991
2018
Q3
$6.77M Buy
197,881
+11,310
+6% +$386K ﹤0.01% 2403
2018
Q2
$6.34M Sell
186,571
-20,812
-10% -$709K ﹤0.01% 2469
2018
Q1
$7.11M Sell
207,383
-106,509
-34% -$3.67M ﹤0.01% 2315
2017
Q4
$10.9M Buy
313,892
+113,003
+56% +$3.91M ﹤0.01% 1938
2017
Q3
$6.93M Buy
200,889
+6,874
+4% +$235K ﹤0.01% 2262
2017
Q2
$6.59M Sell
194,015
-28,691
-13% -$969K ﹤0.01% 2232
2017
Q1
$7.42M Sell
222,706
-362,838
-62% -$12M ﹤0.01% 2114
2016
Q4
$19M Buy
585,544
+374,807
+178% +$12.3M 0.01% 1390
2016
Q3
$7.04M Sell
210,737
-8,942
-4% -$297K ﹤0.01% 2013
2016
Q2
$7.21M Buy
219,679
+54,059
+33% +$1.75M ﹤0.01% 2065
2016
Q1
$5.35M Sell
165,620
-189,241
-53% -$5.94M ﹤0.01% 2263
2015
Q4
$11.2M Buy
354,861
+270,188
+319% +$8.64M ﹤0.01% 1731
2015
Q3
$2.66M Buy
84,673
+41,722
+97% +$1.34M ﹤0.01% 2785
2015
Q2
$1.39M Buy
42,951
+1,832
+4% +$60.4K ﹤0.01% 3345
2015
Q1
$1.36M Sell
41,119
-111,157
-73% -$3.64M ﹤0.01% 3312
2014
Q4
$4.96M Buy
152,276
+123,341
+426% +$4.02M ﹤0.01% 2348
2014
Q3
$939K Buy
28,935
+823
+3% +$27K ﹤0.01% 3514
2014
Q2
$930K Buy
28,112
+47
+0.2% +$1.53K ﹤0.01% 3570
2014
Q1
$909K Sell
28,065
-44,080
-61% -$1.41M ﹤0.01% 3564
2013
Q4
$2.31M Buy
72,145
+44,508
+161% +$1.41M ﹤0.01% 2838
2013
Q3
$867K Buy
27,637
+4,400
+19% +$137K ﹤0.01% 3440
2013
Q2
$715K Buy
+23,237
New +$727K ﹤0.01% 3459

Other funds holding AOK

Wells Fargo's AOK Position: Q2 2026 in Review

Wells Fargo reduced its iShares Core Conservative Allocation ETF (AOK) stake by 5% in Q2 2026, selling an estimated $224K and leaving 102,774 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Wells Fargo first reported a position in AOK in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.8M in Q4 2022. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Wells Fargo held 102,774 shares of iShares Core Conservative Allocation ETF worth $4.26M as of Q2 2026.
  • Wells Fargo sold 5,450 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $224K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2992 holding.
  • Wells Fargo first reported a position in iShares Core Conservative Allocation ETF in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's iShares Core Conservative Allocation ETF position peaked at $21.8M in Q4 2022.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.