Legacy Capital Wealth Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Legacy Capital Wealth 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	$2.28M	Hold	54,879	–	–	0.44%	41
2026 Q1	$2.19M	Hold	54,879	–	–	0.45%	35
2025 Q4	$2.2M	Sell	54,879 -445	-0.8%	-$18K	0.47%	35
2025 Q3	$2.22M	Hold	55,324	–	–	0.48%	35
2025 Q2	$2.16M	Sell	55,324 -2,755	-5%	-$104K	0.49%	33
2025 Q1	$2.19M	Buy	58,079 +4,012	+7%	+$151K	0.54%	26
2024 Q4	$2.02M	Hold	54,067	–	–	0.5%	29
2024 Q3	$2.09M	Sell	54,067 -3,000	-5%	-$113K	0.42%	42
2024 Q2	$2.11M	Buy	+57,067	New	+$2.08M	0.54%	29
2024 Q1	–	Sell	-57,067	Closed	-$2.06M	–	126
2023 Q4	$2.06M	Buy	57,067 +16,708	+41%	+$578K	0.58%	34
2023 Q3	$1.37M	Buy	+40,359	New	+$1.41M	0.38%	52
2023 Q2	–	Sell	-36,750	Closed	-$1.28M	–	54
2023 Q1	$1.28M	Buy	+36,750	New	+$1.27M	0.35%	52

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

Legacy Capital Wealth Partners's AOK Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its iShares Core Conservative Allocation ETF (AOK) position steady in Q2 2026 at 54,879 shares worth $2.28M. The position accounts for 0.44% of the portfolio, ranked #41.

Legacy Capital Wealth Partners first reported a position in AOK in Q1 2023 and has held it in 12 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Legacy Capital Wealth Partners held 54,879 shares of iShares Core Conservative Allocation ETF worth $2.28M as of Q2 2026.
Legacy Capital Wealth Partners left its iShares Core Conservative Allocation ETF share count unchanged in Q2 2026.
iShares Core Conservative Allocation ETF made up 0.44% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #41 holding.
Legacy Capital Wealth Partners first reported a position in iShares Core Conservative Allocation ETF in Q1 2023 and has held it in 12 quarters since.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.