Western Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Western Wealth Management’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	$212K	Hold	5,104	–	–	0.01%	953
2026 Q1	$204K	Buy	5,104 +20	+0.4%	+$811	0.01%	921
2025 Q4	$204K	Hold	5,084	–	–	0.01%	805
2025 Q3	$204K	Buy	+5,084	New	+$200K	0.01%	735
2024 Q2	–	Sell	-5,660	Closed	-$208K	–	656
2024 Q1	$208K	Hold	5,660	–	–	0.02%	618
2023 Q4	$205K	Buy	+5,660	New	+$196K	0.01%	656
2023 Q2	–	Sell	-5,820	Closed	-$203K	–	647
2023 Q1	$203K	Buy	+5,820	New	+$201K	0.02%	604
2022 Q4	–	Sell	-11,640	Closed	-$380K	–	615
2022 Q3	$380K	Sell	11,640 -2,306	-17%	-$80K	0.02%	571
2022 Q2	$483K	Hold	13,946	–	–	0.03%	486
2022 Q1	$526K	Buy	13,946 +6,306	+83%	+$242K	0.03%	517
2021 Q4	$306K	Buy	+7,640	New	+$305K	0.03%	464
2021 Q2	$278K	Hold	6,973	–	–	0.03%	517
2021 Q1	$270K	Buy	+6,973	New	+$270K	0.04%	430

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

Western Wealth Management's AOK Position: Q2 2026 in Review

Western Wealth Management held its iShares Core Conservative Allocation ETF (AOK) position steady in Q2 2026 at 5,104 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #953.

Western Wealth Management first reported a position in AOK in Q1 2021 and has held it in 13 quarters since. The position peaked at $526K in Q1 2022. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Western Wealth Management held 5,104 shares of iShares Core Conservative Allocation ETF worth $212K as of Q2 2026.
Western Wealth Management left its iShares Core Conservative Allocation ETF share count unchanged in Q2 2026.
iShares Core Conservative Allocation ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #953 holding.
Western Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q1 2021 and has held it in 13 quarters since.
Western Wealth Management's iShares Core Conservative Allocation ETF position peaked at $526K in Q1 2022.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.