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BFC Planning, Inc.’s iShares Core Conservative Allocation ETF AOK Stock Holding History

BFC Planning, Inc.’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 		$13.4K Buy
324
+2
+0.6% +$82 ﹤0.01% 2212
2026
Q1 		$12.8K Sell
322
-205
-39% -$8.31K ﹤0.01% 1920
2025
Q4 		$21.2K Sell
527
-588
-53% -$23.7K ﹤0.01% 1733
2025
Q3 		$44.8K Buy
1,115
+8
+0.7% +$315 ﹤0.01% 1238
2025
Q2 		$43.3K Buy
1,107
+6
+0.5% +$227 ﹤0.01% 1192
2025
Q1 		$41.4K Buy
1,101
+3
+0.3% +$113 ﹤0.01% 1178
2024
Q4 		$40.9K Buy
+1,098
New +$41.7K ﹤0.01% 1196

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Strategic Investment Solutions
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Elevation Capital Advisory
Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return
Curran Financial Partners
Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 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
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
One Capital Management
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

BFC Planning, Inc.'s AOK Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Core Conservative Allocation ETF (AOK) stake by 0.62% in Q2 2026, buying an estimated $82 and bringing the position to 324 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

BFC Planning, Inc. first reported a position in AOK in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.8K in Q3 2025. 186 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • BFC Planning, Inc. held 324 shares of iShares Core Conservative Allocation ETF worth $13.4K as of Q2 2026.
  • BFC Planning, Inc. bought 2 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $82.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2212 holding.
  • BFC Planning, Inc. first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s iShares Core Conservative Allocation ETF position peaked at $44.8K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.