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Coordinated Financial Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Coordinated Financial Services’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
Q1 		$210K Buy
+5,260
New +$213K 0.12% 169

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coordinated Financial Services's AOK Position: Q1 2026 in Review

Coordinated Financial Services opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q1 2026: 5,260 shares worth $210K. The stake represents 0.12% of the portfolio and ranks #169 among its holdings.

163 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

  • Coordinated Financial Services held 5,260 shares of iShares Core Conservative Allocation ETF worth $210K as of Q1 2026.
  • iShares Core Conservative Allocation ETF was a new Coordinated Financial Services position in Q1 2026.
  • iShares Core Conservative Allocation ETF made up 0.12% of Coordinated Financial Services's portfolio in Q1 2026, its #169 holding.
  • 163 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.