IFP Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

IFP Advisors’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	$194K	Buy	4,667 +23	+0.5%	+$944	﹤0.01%	1546
2026 Q1	$185K	Buy	4,644 +14	+0.3%	+$568	﹤0.01%	1436
2025 Q4	$186K	Sell	4,630 -199	-4%	-$8.03K	﹤0.01%	1406
2025 Q3	$194K	Sell	4,829 -589	-11%	-$23.2K	0.01%	1305
2025 Q2	$212K	Buy	5,418 +20	+0.4%	+$756	0.01%	1247
2025 Q1	$203K	Sell	5,398 -32	-0.6%	-$1.21K	0.01%	1170
2024 Q4	$202K	Buy	5,430 +74	+1%	+$2.81K	0.01%	1124
2024 Q3	$207K	Sell	5,356 -61	-1%	-$2.3K	0.01%	1067
2024 Q2	$200K	Sell	5,417 -55	-1%	-$2.01K	0.01%	1040
2024 Q1	$202K	Buy	5,472 +54	+1%	+$1.95K	0.01%	998
2023 Q4	$196K	Sell	5,418 -4,109	-43%	-$142K	0.01%	958
2023 Q3	$324K	Sell	9,527 -2,879	-23%	-$100K	0.01%	755
2023 Q2	$437K	Buy	12,406 +4,086	+49%	+$143K	0.02%	701
2023 Q1	$284K	Sell	8,320 -776	-9%	-$26.8K	0.01%	800
2022 Q4	$316K	Sell	9,096 -2,234	-20%	-$74.9K	0.01%	1115
2022 Q3	$394K	Sell	11,330 -626	-5%	-$21.7K	0.01%	1038
2022 Q2	$415K	Hold	11,956	–	–	0.01%	918
2022 Q1	$415K	Sell	11,956 -894	-7%	-$34.3K	0.01%	918
2021 Q4	$517K	Buy	12,850 +3,338	+35%	+$133K	0.01%	579
2021 Q3	$375K	Buy	9,512 +2,205	+30%	+$88.3K	0.01%	697
2021 Q2	$291K	Buy	7,307 +5,237	+253%	+$206K	0.01%	735
2021 Q1	$80K	Sell	2,070 -26,975	-93%	-$1.05M	﹤0.01%	1259
2020 Q4	$1.12M	Buy	29,045 +28,222	+3,429%	+$1.07M	0.05%	319
2020 Q3	$31K	Buy	823 +5	+0.6%	+$186	﹤0.01%	1455
2020 Q2	$30K	Sell	818 -168	-17%	-$5.95K	﹤0.01%	1425
2020 Q1	$34K	Buy	986 +561	+132%	+$20K	﹤0.01%	1281
2019 Q4	$16K	Hold	425	–	–	﹤0.01%	1711
2019 Q3	$15K	Buy	+425	New	+$15.1K	﹤0.01%	1880
2019 Q1	$90K	Hold	2,700	–	–	0.01%	727
2018 Q4	$88K	Sell	2,700 -2,337	-46%	-$77.6K	0.01%	1265
2018 Q3	$172K	Sell	5,037 -200	-4%	-$6.83K	0.01%	1158
2018 Q2	$178K	Sell	5,237 -300	-5%	-$10.2K	0.01%	1126
2018 Q1	$192K	Hold	5,537	–	–	0.01%	1008
2017 Q4	$192K	Sell	5,537 -15,667	-74%	-$542K	0.01%	1012
2017 Q3	$731K	Buy	21,204 +5,748	+37%	+$197K	0.03%	544
2017 Q2	$525K	Sell	15,456 -100	-0.6%	-$3.38K	0.02%	664
2017 Q1	$518K	Buy	15,556 +2,578	+20%	+$85K	0.02%	661
2016 Q4	$422K	Buy	12,978 +8,955	+223%	+$293K	0.02%	691
2016 Q3	$134K	Sell	4,023 -40	-1%	-$1.33K	0.01%	1196
2016 Q2	$133K	Buy	4,063 +1,363	+50%	+$44.2K	0.01%	1179
2016 Q1	$90K	Sell	2,700 -1,223	-31%	-$38.4K	0.01%	727
2015 Q4	$124K	Buy	+3,923	New	+$125K	0.01%	1050

Other funds holding AOK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFP Advisors's AOK Position: Q2 2026 in Review

IFP Advisors increased its iShares Core Conservative Allocation ETF (AOK) stake by 0.5% in Q2 2026, buying an estimated $944 and bringing the position to 4,667 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

IFP Advisors first reported a position in AOK in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.12M in Q4 2020. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

IFP Advisors held 4,667 shares of iShares Core Conservative Allocation ETF worth $194K as of Q2 2026.
IFP Advisors bought 23 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $944.
iShares Core Conservative Allocation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1546 holding.
IFP Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's iShares Core Conservative Allocation ETF position peaked at $1.12M in Q4 2020.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.