CI
AOK icon

CX Institutional’s iShares Core Conservative Allocation ETF AOK Stock Holding History

CX Institutional’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
Q3 		– Sell
-642
Closed -$27K – 1671
2026
Q2 		$27K Buy
642
+36
+6% +$1.48K ﹤0.01% 1097
2026
Q1 		$24K Buy
606
+28
+5% +$1.14K ﹤0.01% 1091
2025
Q4 		$23K Buy
578
+39
+7% +$1.57K ﹤0.01% 1086
2025
Q3 		$22K Buy
539
+31
+6% +$1.22K ﹤0.01% 1076
2025
Q2 		$20K Buy
508
+37
+8% +$1.4K ﹤0.01% 958
2025
Q1 		$18K Buy
+471
New +$17.8K ﹤0.01% 955
2022
Q3 		– Sell
-1,776
Closed -$61K – 489
2022
Q2 		$61K Buy
+1,776
New +$63.3K ﹤0.01% 633
2021
Q4 		– Sell
-2,533
Closed -$100K – 364
2021
Q3 		$100K Sell
2,533
-396
-14% -$15.9K 0.01% 445
2021
Q2 		$117K Sell
2,929
-79
-3% -$3.11K 0.01% 414
2021
Q1 		$116K Buy
3,008
+1,302
+76% +$50.5K 0.01% 361
2020
Q4 		$66K Buy
1,706
+396
+30% +$15K 0.01% 405
2020
Q3 		$49K Sell
1,310
-187
-12% -$6.96K 0.01% 385
2020
Q2 		$55K Buy
1,497
+795
+113% +$28.1K 0.01% 335
2020
Q1 		$24K Buy
+702
New +$25K ﹤0.01% 361
2019
Q2 		– Sell
-252
Closed -$9K – 942
2019
Q1 		$9K Hold
252
– – ﹤0.01% 464
2018
Q4 		$8K Hold
252
– – ﹤0.01% 365
2018
Q3 		$9K Buy
252
+2
+0.8% +$68 ﹤0.01% 256
2018
Q2 		$9K Buy
+250
New +$8.52K ﹤0.01% 229

Other funds holding AOK

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CX Institutional's AOK Position: Q3 2026 in Review

CX Institutional sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2026, closing a stake of 642 shares — an estimated $27K sold.

CX Institutional first reported a position in AOK in Q2 2018 and held it in 18 quarters. The position peaked at $117K in Q2 2021. 7 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

  • CX Institutional reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 642 iShares Core Conservative Allocation ETF shares in Q3 2026, an estimated $27K.
  • CX Institutional first reported a position in iShares Core Conservative Allocation ETF in Q2 2018 and held it in 18 quarters.
  • CX Institutional's iShares Core Conservative Allocation ETF position peaked at $117K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.