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

Camarda Financial 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 		$739K Sell
17,825
-74
-0.4% -$3.04K 0.22% 85
2026
Q1 		$714K Sell
17,899
-600
-3% -$24.3K 0.38% 78
2025
Q4 		$742K Buy
18,499
+142
+0.8% +$5.73K 0.28% 81
2025
Q3 		$737K Buy
18,357
+231
+1% +$9.1K 0.27% 82
2025
Q2 		$708K Buy
18,126
+1,346
+8% +$50.9K 0.28% 78
2025
Q1 		$631K Sell
16,780
-1,172
-7% -$44.2K 0.28% 67
2024
Q4 		$670K Buy
17,952
+345
+2% +$13.1K 0.25% 70
2024
Q3 		$681K Sell
17,607
-221
-1% -$8.34K 0.26% 67
2024
Q2 		$658K Sell
17,828
-183
-1% -$6.68K 0.26% 61
2024
Q1 		$663K Sell
18,011
-510
-3% -$18.5K 0.27% 61
2023
Q4 		$670K Sell
18,521
-966
-5% -$33.4K 0.29% 59
2023
Q3 		$662K Sell
19,487
-698
-3% -$24.3K 0.43% 51
2023
Q2 		$711K Buy
+20,185
New +$707K 0.36% 57
2019
Q1 		– Sell
-1,020
Closed -$33K – 529
2018
Q4 		$33K Buy
1,020
+8
+0.8% +$266 0.04% 95
2018
Q3 		$35K Hold
1,012
– – 0.04% 122
2018
Q2 		$34K Sell
1,012
-182
-15% -$6.2K 0.04% 121
2018
Q1 		$41K Sell
1,194
-21
-2% -$724 0.04% 106
2017
Q4 		$42K Buy
+1,215
New +$42.1K 0.05% 113

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

Camarda Financial Advisors's AOK Position: Q2 2026 in Review

Camarda Financial Advisors reduced its iShares Core Conservative Allocation ETF (AOK) stake by 0.41% in Q2 2026, selling an estimated $3.04K and leaving 17,825 shares worth $739K. The position accounts for 0.22% of the portfolio, ranked #85.

Camarda Financial Advisors first reported a position in AOK in Q4 2017 and has held it in 18 quarters since. The position peaked at $742K in Q4 2025. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Camarda Financial Advisors held 17,825 shares of iShares Core Conservative Allocation ETF worth $739K as of Q2 2026.
  • Camarda Financial Advisors sold 74 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $3.04K.
  • iShares Core Conservative Allocation ETF made up 0.22% of Camarda Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Camarda Financial Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2017 and has held it in 18 quarters since.
  • Camarda Financial Advisors's iShares Core Conservative Allocation ETF position peaked at $742K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.