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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
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

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

CX Institutional's AOK Position: Q2 2026 in Review

CX Institutional increased its iShares Core Conservative Allocation ETF (AOK) stake by 5.9% in Q2 2026, buying an estimated $1.48K and bringing the position to 642 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

CX Institutional first reported a position in AOK in Q2 2018 and has held it in 18 quarters since. The position peaked at $117K in Q2 2021. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • CX Institutional held 642 shares of iShares Core Conservative Allocation ETF worth $27K as of Q2 2026.
  • CX Institutional bought 36 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $1.48K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1097 holding.
  • CX Institutional first reported a position in iShares Core Conservative Allocation ETF in Q2 2018 and has held it in 18 quarters since.
  • CX Institutional's iShares Core Conservative Allocation ETF position peaked at $117K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.