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Gladstone Institutional Advisory’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Gladstone Institutional Advisory’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
-51,945
Closed -$2.08M – 832
2025
Q4 		$2.08M Buy
51,945
+1,034
+2% +$41.7K 0.08% 248
2025
Q3 		$2.04M Buy
50,911
+1,853
+4% +$73K 0.08% 240
2025
Q2 		$1.92M Sell
49,058
-820
-2% -$31K 0.08% 245
2025
Q1 		$1.88M Buy
49,878
+6,334
+15% +$239K 0.09% 237
2024
Q4 		$1.62M Buy
+43,544
New +$1.66M 0.08% 262

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

Gladstone Institutional Advisory's AOK Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2026, closing a stake of 51,945 shares — an estimated $2.08M sold.

Gladstone Institutional Advisory first reported a position in AOK in Q4 2024 and held it in 5 quarters. The position peaked at $2.08M in Q4 2025. 163 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 51,945 iShares Core Conservative Allocation ETF shares in Q1 2026, an estimated $2.08M.
  • Gladstone Institutional Advisory first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and held it in 5 quarters.
  • Gladstone Institutional Advisory's iShares Core Conservative Allocation ETF position peaked at $2.08M in Q4 2025.
  • 163 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.