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Curran Financial Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Curran Financial Partners’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 		$9.39M Buy
226,292
+23,256
+11% +$954K 1.4% 20
2026
Q1 		$8.1M Buy
203,036
+28,469
+16% +$1.15M 1.45% 23
2025
Q4 		$7.01M Buy
174,567
+19,955
+13% +$805K 1.33% 21
2025
Q3 		$6.21M Sell
154,612
-97,451
-39% -$3.84M 1.23% 23
2025
Q2 		$9.85M Sell
252,063
-154,944
-38% -$5.86M 2.18% 14
2025
Q1 		$15.3M Buy
407,007
+157,273
+63% +$5.93M 3.76% 8
2024
Q4 		$9.32M Buy
249,734
+69,060
+38% +$2.63M 2.45% 13
2024
Q3 		$6.98M Buy
180,674
+12,756
+8% +$482K 1.98% 13
2024
Q2 		$6.2M Buy
167,918
+4,279
+3% +$156K 2.07% 12
2024
Q1 		$6.03M Buy
163,639
+4,837
+3% +$175K 2.1% 12
2023
Q4 		$5.69M Sell
158,802
-100,455
-39% -$3.47M 2.18% 13
2023
Q3 		$8.8M Buy
259,257
+112,701
+77% +$3.93M 3.84% 6
2023
Q2 		$5.16M Sell
146,556
-63,794
-30% -$2.23M 2.24% 13
2023
Q1 		$7.35M Sell
210,350
-23,238
-10% -$804K 3.49% 9
2022
Q4 		$7.85M Sell
233,588
-215,971
-48% -$7.24M 3.79% 6
2022
Q3 		$14.7M Sell
449,559
-62,218
-12% -$2.16M 7.44% 2
2022
Q2 		$17.7M Buy
511,777
+204,090
+66% +$7.27M 8.35% 2
2022
Q1 		$11.6M Sell
307,687
-99,999
-25% -$3.83M 4.76% 5
2021
Q4 		$16.3M Buy
407,686
+114,155
+39% +$4.55M 6.92% 3
2021
Q3 		$11.6M Buy
293,531
+40,579
+16% +$1.62M 5.93% 5
2021
Q2 		$10.1M Sell
252,952
-39,210
-13% -$1.54M 5.53% 5
2021
Q1 		$11.3M Buy
292,162
+129,135
+79% +$5.01M 8.11% 3
2020
Q4 		$6.32M Buy
+163,027
New +$6.19M 5.41% 5

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
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
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return

Curran Financial Partners's AOK Position: Q2 2026 in Review

Curran Financial Partners increased its iShares Core Conservative Allocation ETF (AOK) stake by 11% in Q2 2026, buying an estimated $954K and bringing the position to 226,292 shares worth $9.39M. The position accounts for 1.4% of the portfolio, ranked #20.

Curran Financial Partners first reported a position in AOK in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.7M in Q2 2022. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Curran Financial Partners held 226,292 shares of iShares Core Conservative Allocation ETF worth $9.39M as of Q2 2026.
  • Curran Financial Partners bought 23,256 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $954K.
  • iShares Core Conservative Allocation ETF made up 1.4% of Curran Financial Partners's portfolio in Q2 2026, its #20 holding.
  • Curran Financial Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's iShares Core Conservative Allocation ETF position peaked at $17.7M in Q2 2022.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.