EH
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Equitable Holdings’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Equitable Holdings’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
Q1 		$1.01M Buy
25,147
+5,508
+28% +$223K 0.01% 973
2025
Q4 		$788K Buy
19,639
+3,074
+19% +$124K 0.01% 941
2025
Q3 		$665K Buy
16,565
+896
+6% +$35.3K ﹤0.01% 984
2025
Q2 		$612K Sell
15,669
-3,213
-17% -$122K 0.01% 945
2025
Q1 		$711K Sell
18,882
-485
-3% -$18.3K 0.01% 813
2024
Q4 		$722K Buy
19,367
+4,435
+30% +$169K 0.01% 765
2024
Q3 		$577K Buy
14,932
+4,814
+48% +$182K 0.01% 825
2024
Q2 		$374K Buy
10,118
+2,228
+28% +$81.3K ﹤0.01% 931
2024
Q1 		$291K Sell
7,890
-1,518
-16% -$54.9K ﹤0.01% 968
2023
Q4 		$340K Buy
+9,408
New +$325K ﹤0.01% 897
2022
Q3 		– Sell
-7,642
Closed -$264K – 870
2022
Q2 		$264K Buy
7,642
+500
+7% +$17.8K 0.01% 731
2022
Q1 		$269K Hold
7,142
– – ﹤0.01% 750
2021
Q4 		$286K Buy
7,142
+864
+14% +$34.5K ﹤0.01% 724
2021
Q3 		$248K Sell
6,278
-30
-0.5% -$1.2K ﹤0.01% 731
2021
Q2 		$251K Hold
6,308
– – ﹤0.01% 719
2021
Q1 		$244K Sell
6,308
-610
-9% -$23.7K 0.01% 670
2020
Q4 		$268K Buy
6,918
+135
+2% +$5.12K 0.01% 588
2020
Q3 		$252K Buy
6,783
+610
+10% +$22.7K 0.01% 547
2020
Q2 		$225K Hold
6,173
– – 0.01% 565
2020
Q1 		$209K Sell
6,173
-225
-4% -$8.02K 0.01% 531
2019
Q4 		$232K Buy
+6,398
New +$230K 0.01% 549

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings's AOK Position: Q1 2026 in Review

Equitable Holdings increased its iShares Core Conservative Allocation ETF (AOK) stake by 28% in Q1 2026, buying an estimated $223K and bringing the position to 25,147 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #973.

Equitable Holdings first reported a position in AOK in Q4 2019 and has held it in 21 quarters since. 163 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

  • Equitable Holdings held 25,147 shares of iShares Core Conservative Allocation ETF worth $1.01M as of Q1 2026.
  • Equitable Holdings bought 5,508 iShares Core Conservative Allocation ETF shares in Q1 2026, an estimated $223K.
  • iShares Core Conservative Allocation ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #973 holding.
  • Equitable Holdings first reported a position in iShares Core Conservative Allocation ETF in Q4 2019 and has held it in 21 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.