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Arax Advisory Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Arax Advisory Partners’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 		$46.3K Sell
1,115
-279
-20% -$11.5K ﹤0.01% 3333
2026
Q1 		$55.6K Sell
1,394
-8
-0.6% -$324 ﹤0.01% 1646
2025
Q4 		$56.3K Buy
+1,402
New +$56.6K ﹤0.01% 1550
2025
Q3 		– Sell
-1,619
Closed -$63.2K – 3625
2025
Q2 		$63.2K Sell
1,619
-122
-7% -$4.61K ﹤0.01% 1128
2025
Q1 		$65.5K Buy
1,741
+87
+5% +$3.28K ﹤0.01% 858
2024
Q4 		$61.7K Sell
1,654
-117
-7% -$4.45K ﹤0.01% 832
2024
Q3 		$68.5K Buy
1,771
+12
+0.7% +$453 0.01% 604
2024
Q2 		$65K Sell
1,759
-258
-13% -$9.41K 0.01% 577
2024
Q1 		$74.3K Sell
2,017
-45
-2% -$1.63K 0.01% 429
2023
Q4 		$74.5K Buy
2,062
+462
+29% +$16K 0.01% 418
2023
Q3 		$54.3K Buy
1,600
+6
+0.4% +$209 0.01% 455
2023
Q2 		$56.2K Buy
1,594
+84
+6% +$2.94K 0.01% 448
2023
Q1 		$52.8K Sell
1,510
-180
-11% -$6.22K 0.01% 451
2022
Q4 		$56.8K Buy
1,690
+52
+3% +$1.74K 0.01% 429
2022
Q3 		$53K Buy
1,638
+190
+13% +$6.59K 0.01% 420
2022
Q2 		$50K Sell
1,448
-63
-4% -$2.25K 0.01% 424
2022
Q1 		$57K Sell
1,511
-407
-21% -$15.6K 0.01% 431
2021
Q4 		$77K Buy
1,918
+385
+25% +$15.4K 0.01% 391
2021
Q3 		$61K Buy
1,533
+243
+19% +$9.73K 0.01% 424
2021
Q2 		$51K Buy
+1,290
New +$50.8K 0.01% 459
2020
Q4 		$60K Sell
1,556
-26
-2% -$987 0.01% 384
2020
Q3 		$59K Buy
1,582
+9
+0.6% +$335 0.01% 354
2020
Q2 		$57K Buy
1,573
+56
+4% +$1.98K 0.01% 341
2020
Q1 		$51K Sell
1,517
-60
-4% -$2.14K 0.01% 336
2019
Q4 		$57K Buy
1,577
+176
+13% +$6.32K 0.02% 322
2019
Q3 		$50K Buy
1,401
+7
+0.5% +$248 0.02% 327
2019
Q2 		$49K Buy
+1,394
New +$48.4K 0.02% 326
2018
Q4 		$23K Buy
706
+4
+0.6% +$133 0.01% 355
2018
Q3 		$24K Buy
+702
New +$24K 0.01% 377

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

Arax Advisory Partners's AOK Position: Q2 2026 in Review

Arax Advisory Partners reduced its iShares Core Conservative Allocation ETF (AOK) stake by 20% in Q2 2026, selling an estimated $11.5K and leaving 1,115 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3333.

Arax Advisory Partners first reported a position in AOK in Q3 2018 and has held it in 29 quarters since. The position peaked at $77K in Q4 2021. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Arax Advisory Partners held 1,115 shares of iShares Core Conservative Allocation ETF worth $46.3K as of Q2 2026.
  • Arax Advisory Partners sold 279 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $11.5K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3333 holding.
  • Arax Advisory Partners first reported a position in iShares Core Conservative Allocation ETF in Q3 2018 and has held it in 29 quarters since.
  • Arax Advisory Partners's iShares Core Conservative Allocation ETF position peaked at $77K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.