KMG Fiduciary Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-35,038	Closed	-$1.4M	–	210
2026 Q1	$1.4M	Buy	35,038 +1,120	+3%	+$45.4K	0.1%	152
2025 Q4	$1.36M	Buy	33,918 +585	+2%	+$23.6K	0.1%	151
2025 Q3	$1.34M	Buy	33,333 +2,018	+6%	+$79.5K	0.09%	169
2025 Q2	$1.22M	Buy	31,315 +2,608	+9%	+$98.6K	0.09%	169
2025 Q1	$1.08M	Buy	+28,707	New	+$1.08M	0.09%	175
2023 Q1	–	Sell	-24,172	Closed	-$812K	–	226
2022 Q4	$812K	Buy	+24,172	New	+$810K	0.13%	134

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

KMG Fiduciary Partners's AOK Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2026, closing a stake of 35,038 shares — an estimated $1.4M sold.

KMG Fiduciary Partners first reported a position in AOK in Q4 2022 and held it in 6 quarters. The position peaked at $1.4M in Q1 2026. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

KMG Fiduciary Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 35,038 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $1.4M.
KMG Fiduciary Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and held it in 6 quarters.
KMG Fiduciary Partners's iShares Core Conservative Allocation ETF position peaked at $1.4M in Q1 2026.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.