Elevation Capital Advisory’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Elevation Capital Advisory's AOK Position: Q2 2026 in Review

Elevation Capital Advisory increased its iShares Core Conservative Allocation ETF (AOK) stake by 184% in Q2 2026, buying an estimated $7.77M and bringing the position to 292,381 shares worth $12.1M. The position accounts for 4.68% of the portfolio, ranked #3.

Elevation Capital Advisory first reported a position in AOK in Q3 2024 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

• Elevation Capital Advisory held 292,381 shares of iShares Core Conservative Allocation ETF worth $12.1M as of Q2 2026.
• Elevation Capital Advisory bought 189,425 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $7.77M.
• iShares Core Conservative Allocation ETF made up 4.68% of Elevation Capital Advisory's portfolio in Q2 2026, its #3 holding.
• Elevation Capital Advisory first reported a position in iShares Core Conservative Allocation ETF in Q3 2024 and has held it in 6 quarters since.
• 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.