CA
AOK icon

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

Clearstead 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 		$650 Hold
16
– – ﹤0.01% 2841
2026
Q1 		$621 Buy
16
+1
+7% +$41 ﹤0.01% 2097
2025
Q4 		$622 Hold
15
– – ﹤0.01% 2287
2025
Q3 		$613 Hold
15
– – ﹤0.01% 2707
2025
Q2 		$592 Hold
15
– – ﹤0.01% 2474
2025
Q1 		$566 Buy
+15
New +$565 ﹤0.01% 2057

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

Clearstead Advisors's AOK Position: Q2 2026 in Review

Clearstead Advisors held its iShares Core Conservative Allocation ETF (AOK) position steady in Q2 2026 at 16 shares worth $650. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Clearstead Advisors first reported a position in AOK in Q1 2025 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Clearstead Advisors held 16 shares of iShares Core Conservative Allocation ETF worth $650 as of Q2 2026.
  • Clearstead Advisors left its iShares Core Conservative Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2841 holding.
  • Clearstead Advisors first reported a position in iShares Core Conservative Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.