Cambridge Investment Research Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Cambridge Investment Research 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	$4.75M	Buy	114,469 +10,875	+10%	+$446K	0.01%	1007
2026 Q1	$4.13M	Buy	103,594 +10,776	+12%	+$437K	0.01%	1081
2025 Q4	$3.73M	Buy	92,818 +6,227	+7%	+$251K	0.01%	1089
2025 Q3	$3.48M	Buy	86,591 +4,422	+5%	+$174K	0.01%	1121
2025 Q2	$3.21M	Sell	82,169 -6,917	-8%	-$262K	0.01%	1112
2025 Q1	$3.35M	Sell	89,086 -2,081	-2%	-$78.5K	0.01%	1030
2024 Q4	$3.4M	Sell	91,167 -1,177	-1%	-$44.7K	0.01%	1017
2024 Q3	$3.57M	Sell	92,344 -4,593	-5%	-$173K	0.01%	987
2024 Q2	$3.58M	Sell	96,937 -10,761	-10%	-$393K	0.01%	939
2024 Q1	$3.97M	Sell	107,698 -8,243	-7%	-$298K	0.02%	875
2023 Q4	$4.19M	Sell	115,941 -22,706	-16%	-$785K	0.02%	792
2023 Q3	$4.71M	Sell	138,647 -13,502	-9%	-$471K	0.02%	684
2023 Q2	$5.36M	Sell	152,149 -2,742	-2%	-$96K	0.02%	631
2023 Q1	$5.42M	Sell	154,891 -26,764	-15%	-$926K	0.03%	594
2022 Q4	$6.11M	Sell	181,655 -3,513	-2%	-$118K	0.03%	522
2022 Q3	$6.04M	Sell	185,168 -27,880	-13%	-$967K	0.03%	483
2022 Q2	$7.37M	Sell	213,048 -16,693	-7%	-$595K	0.04%	430
2022 Q1	$8.65M	Sell	229,741 -29,976	-12%	-$1.15M	0.04%	430
2021 Q4	$10.4M	Sell	259,717 -1,736	-0.7%	-$69.3K	0.05%	372
2021 Q3	$10.3M	Sell	261,453 -25,288	-9%	-$1.01M	0.05%	348
2021 Q2	$11.4M	Buy	286,741 +13,013	+5%	+$513K	0.05%	329
2021 Q1	$10.6M	Buy	273,728 +2,603	+1%	+$101K	0.06%	319
2020 Q4	$10.5M	Buy	271,125 +38,766	+17%	+$1.47M	0.06%	297
2020 Q3	$8.64M	Buy	232,359 +54,887	+31%	+$2.04M	0.06%	304
2020 Q2	$6.46M	Buy	177,472 +27,323	+18%	+$967K	0.05%	362
2020 Q1	$5.07M	Buy	150,149 +3,807	+3%	+$136K	0.05%	360
2019 Q4	$5.3M	Buy	146,342 +12,424	+9%	+$446K	0.04%	446
2019 Q3	$4.78M	Buy	133,918 +11,147	+9%	+$395K	0.04%	427
2019 Q2	$4.34M	Buy	122,771 +24,868	+25%	+$863K	0.04%	442
2019 Q1	$3.38M	Buy	97,903 +26,600	+37%	+$898K	0.03%	512
2018 Q4	$2.33M	Buy	71,303 +4,087	+6%	+$136K	0.03%	584
2018 Q3	$2.3M	Buy	67,216 +22,572	+51%	+$770K	0.02%	635
2018 Q2	$1.52M	Buy	44,644 +4,479	+11%	+$153K	0.02%	760
2018 Q1	$1.38M	Sell	40,165 -9,585	-19%	-$331K	0.02%	777
2017 Q4	$1.72M	Buy	49,750 +23,145	+87%	+$801K	0.02%	641
2017 Q3	$917K	Buy	26,605 +1,967	+8%	+$67.3K	0.01%	887
2017 Q2	$837K	Buy	24,638 +4,258	+21%	+$144K	0.01%	896
2017 Q1	$679K	Buy	20,380 +10,169	+100%	+$335K	0.01%	923
2016 Q4	$332K	Buy	10,211 +1,681	+20%	+$55K	0.01%	1218
2016 Q3	$285K	Buy	8,530 +3	+0%	+$100	0.01%	1330
2016 Q2	$280K	Buy	+8,527	New	+$277K	0.01%	1203
2014 Q4	–	Sell	-22,432	Closed	-$728K	–	1373
2014 Q3	$728K	Buy	22,432 +84	+0.4%	+$2.75K	0.02%	635
2014 Q2	$739K	Buy	+22,348	New	+$729K	0.03%	566

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

JWCA

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

RCW Management Jacksonville, Florida $112M AUM

LKBC

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

Cambridge Investment Research Advisors's AOK Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Core Conservative Allocation ETF (AOK) stake by 10% in Q2 2026, buying an estimated $446K and bringing the position to 114,469 shares worth $4.75M. The position accounts for 0.01% of the portfolio, ranked #1007.

Cambridge Investment Research Advisors first reported a position in AOK in Q2 2014 and has held it in 43 quarters since. The position peaked at $11.4M in Q2 2021. 51 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Cambridge Investment Research Advisors held 114,469 shares of iShares Core Conservative Allocation ETF worth $4.75M as of Q2 2026.
Cambridge Investment Research Advisors bought 10,875 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $446K.
iShares Core Conservative Allocation ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1007 holding.
Cambridge Investment Research Advisors first reported a position in iShares Core Conservative Allocation ETF in Q2 2014 and has held it in 43 quarters since.
Cambridge Investment Research Advisors's iShares Core Conservative Allocation ETF position peaked at $11.4M in Q2 2021.
51 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.