Basso Capital Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Basso Capital 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	$1.69M	Buy	+40,858	New	+$1.68M	0.36%	49

Other funds holding AOK

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Gilpin Wealth Management Denver, Colorado $145M AUM

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

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

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RCW Management Jacksonville, Florida $112M AUM

L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return

Basso Capital Management's AOK Position: Q2 2026 in Review

Basso Capital Management opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 40,858 shares worth $1.69M. The stake represents 0.36% of the portfolio and ranks #49 among its holdings.

49 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Basso Capital Management held 40,858 shares of iShares Core Conservative Allocation ETF worth $1.69M as of Q2 2026.
iShares Core Conservative Allocation ETF was a new Basso Capital Management position in Q2 2026.
iShares Core Conservative Allocation ETF made up 0.36% of Basso Capital Management's portfolio in Q2 2026, its #49 holding.
49 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.