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Forefront Analytics’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Forefront Analytics’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 		– Sell
-58,682
Closed -$2.35M – 40
2025
Q4 		$2.35M Buy
+58,682
New +$2.37M 2.08% 12
2025
Q1 		– Sell
-347,277
Closed -$13M – 47
2024
Q4 		$13M Buy
+347,277
New +$13.2M 6.02% 4

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

Forefront Analytics's AOK Position: Q1 2026 in Review

Forefront Analytics sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2026, closing a stake of 58,682 shares — an estimated $2.35M sold.

Forefront Analytics first reported a position in AOK in Q4 2024 and held it in 2 quarters. The position peaked at $13M in Q4 2024. 163 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

  • Forefront Analytics reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Forefront Analytics sold 58,682 iShares Core Conservative Allocation ETF shares in Q1 2026, an estimated $2.35M.
  • Forefront Analytics first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and held it in 2 quarters.
  • Forefront Analytics's iShares Core Conservative Allocation ETF position peaked at $13M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on Forefront Analytics's 13F filing for Q1 2026, filed 13 May 2026.