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Creative Financial Designs’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Creative Financial Designs’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 		$516K Buy
12,436
+1,610
+15% +$66.1K 0.02% 405
2026
Q1 		$432K Sell
10,826
-4,149
-28% -$168K 0.03% 360
2025
Q4 		$601K Buy
14,975
+448
+3% +$18.1K 0.04% 304
2025
Q3 		$583K Buy
14,527
+5,443
+60% +$214K 0.04% 305
2025
Q2 		$355K Buy
9,084
+475
+6% +$18K 0.03% 369
2025
Q1 		$324K Sell
8,609
-872
-9% -$32.9K 0.03% 348
2024
Q4 		$354K Buy
9,481
+1,077
+13% +$40.9K 0.03% 338
2024
Q3 		$325K Buy
8,404
+1,931
+30% +$72.9K 0.03% 355
2024
Q2 		$239K Sell
6,473
-133
-2% -$4.85K 0.02% 400
2024
Q1 		$243K Sell
6,606
-1,032
-14% -$37.4K 0.02% 377
2023
Q4 		$276K Sell
7,638
-494
-6% -$17.1K 0.03% 326
2023
Q3 		$276K Sell
8,132
-548
-6% -$19.1K 0.03% 285
2023
Q2 		$306K Sell
8,680
-360
-4% -$12.6K 0.04% 276
2023
Q1 		$316K Buy
9,040
+149
+2% +$5.15K 0.04% 269
2022
Q4 		$299K Sell
8,891
-858
-9% -$28.8K 0.04% 263
2022
Q3 		$318K Sell
9,749
-2,751
-22% -$95.4K 0.05% 233
2022
Q2 		$432K Sell
12,500
-1,306
-9% -$46.5K 0.07% 196
2022
Q1 		$520K Sell
13,806
-2,817
-17% -$108K 0.08% 185
2021
Q4 		$665K Buy
16,623
+1,728
+12% +$68.9K 0.1% 162
2021
Q3 		$588K Sell
14,895
-2,520
-14% -$101K 0.1% 160
2021
Q2 		$693K Sell
17,415
-734
-4% -$28.9K 0.12% 141
2021
Q1 		$701K Buy
18,149
+7,172
+65% +$278K 0.14% 136
2020
Q4 		$425K Buy
10,977
+66
+0.6% +$2.5K 0.09% 166
2020
Q3 		$406K Buy
10,911
+2,854
+35% +$106K 0.1% 155
2020
Q2 		$293K Buy
+8,057
New +$285K 0.09% 164
2019
Q4 		– Sell
-457
Closed -$16K – 536
2019
Q3 		$16K Buy
+457
New +$16.2K 0.01% 354
2017
Q2 		– Sell
-200
Closed -$7K – 753
2017
Q1 		$7K Buy
+200
New +$6.59K 0.01% 437

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

Creative Financial Designs's AOK Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Core Conservative Allocation ETF (AOK) stake by 15% in Q2 2026, buying an estimated $66.1K and bringing the position to 12,436 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #405.

Creative Financial Designs first reported a position in AOK in Q1 2017 and has held it in 27 quarters since. The position peaked at $701K in Q1 2021. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Creative Financial Designs held 12,436 shares of iShares Core Conservative Allocation ETF worth $516K as of Q2 2026.
  • Creative Financial Designs bought 1,610 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $66.1K.
  • iShares Core Conservative Allocation ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #405 holding.
  • Creative Financial Designs first reported a position in iShares Core Conservative Allocation ETF in Q1 2017 and has held it in 27 quarters since.
  • Creative Financial Designs's iShares Core Conservative Allocation ETF position peaked at $701K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.