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L.K. Benson & Company’s iShares Core Conservative Allocation ETF AOK Stock Holding History

L.K. Benson & Company’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 		$971K Buy
+23,418
New +$961K 0.29% 52

Other funds holding AOK

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RM
RCW Management Jacksonville, Florida $112M AUM
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

L.K. Benson & Company's AOK Position: Q2 2026 in Review

L.K. Benson & Company opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 23,418 shares worth $971K. The stake represents 0.29% of the portfolio and ranks #52 among its holdings.

42 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • L.K. Benson & Company held 23,418 shares of iShares Core Conservative Allocation ETF worth $971K as of Q2 2026.
  • iShares Core Conservative Allocation ETF was a new L.K. Benson & Company position in Q2 2026.
  • iShares Core Conservative Allocation ETF made up 0.29% of L.K. Benson & Company's portfolio in Q2 2026, its #52 holding.
  • 42 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.