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

Westfuller 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	$18.6K	Buy	449 +3	+0.7%	+$123	0.01%	389
2026 Q1	$17.8K	Buy	446 +2	+0.5%	+$81	0.01%	361
2025 Q4	$17.8K	Buy	444 +6	+1%	+$242	0.01%	386
2025 Q3	$17.6K	Buy	+438	New	+$17.3K	0.01%	382

Other funds holding AOK

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

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HNWAG

High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Westfuller Advisors's AOK Position: Q2 2026 in Review

Westfuller Advisors increased its iShares Core Conservative Allocation ETF (AOK) stake by 0.67% in Q2 2026, buying an estimated $123 and bringing the position to 449 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #389.

Westfuller Advisors first reported a position in AOK in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Westfuller Advisors held 449 shares of iShares Core Conservative Allocation ETF worth $18.6K as of Q2 2026.
Westfuller Advisors bought 3 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $123.
iShares Core Conservative Allocation ETF made up 0.01% of Westfuller Advisors's portfolio in Q2 2026, its #389 holding.
Westfuller Advisors first reported a position in iShares Core Conservative Allocation ETF in Q3 2025 and has held it in 4 quarters since.
70 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.