Legacy Financial Group (Iowa)
AOK icon

Legacy Financial Group (Iowa)’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Legacy Financial Group (Iowa)’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 		$458K Buy
11,051
+625
+6% +$25.7K 0.05% 90
2026
Q1 		$416K Buy
10,426
+1,235
+13% +$50.1K 0.05% 88
2025
Q4 		$373K Buy
9,191
+660
+8% +$26.6K 0.05% 91
2025
Q3 		$343K Sell
8,531
-51
-0.6% -$2.01K 0.04% 95
2025
Q2 		$335K Buy
8,582
+75
+0.9% +$2.84K 0.05% 94
2025
Q1 		$320K Sell
8,507
-926
-10% -$34.9K 0.05% 90
2024
Q4 		$352K Buy
+9,433
New +$359K 0.06% 85
2024
Q3 		– Sell
-9,231
Closed -$341K – 58
2024
Q2 		$341K Sell
9,231
-279
-3% -$10.2K 0.07% 81
2024
Q1 		$350K Buy
+9,510
New +$344K 0.07% 76
2023
Q4 		– Sell
-10,290
Closed -$349K – 53
2023
Q3 		$349K Sell
10,290
-1,229
-11% -$42.9K 0.08% 73
2023
Q2 		$406K Sell
11,519
-305
-3% -$10.7K 0.1% 46
2023
Q1 		$413K Sell
11,824
-808
-6% -$27.9K 0.11% 43
2022
Q4 		$425K Buy
12,632
+166
+1% +$5.56K 0.13% 40
2022
Q3 		$407K Sell
12,466
-7,702
-38% -$267K 0.14% 32
2022
Q2 		$697K Buy
20,168
+347
+2% +$12.4K 0.22% 34
2022
Q1 		$747K Buy
19,821
+7,734
+64% +$296K 0.22% 35
2021
Q4 		$479K Sell
12,087
-9,693
-45% -$387K 0.21% 28
2021
Q3 		$860K Sell
21,780
-523
-2% -$20.9K 0.26% 42
2021
Q2 		$888K Buy
22,303
+2,467
+12% +$97.2K 0.27% 44
2021
Q1 		$767K Buy
19,836
+889
+5% +$34.5K 0.27% 42
2020
Q4 		$734K Buy
+18,947
New +$719K 0.28% 40

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Financial Group (Iowa)'s AOK Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its iShares Core Conservative Allocation ETF (AOK) stake by 6% in Q2 2026, buying an estimated $25.7K and bringing the position to 11,051 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #90.

Legacy Financial Group (Iowa) first reported a position in AOK in Q4 2020 and has held it in 21 quarters since. The position peaked at $888K in Q2 2021. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Legacy Financial Group (Iowa) held 11,051 shares of iShares Core Conservative Allocation ETF worth $458K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 625 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $25.7K.
  • iShares Core Conservative Allocation ETF made up 0.05% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #90 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and has held it in 21 quarters since.
  • Legacy Financial Group (Iowa)'s iShares Core Conservative Allocation ETF position peaked at $888K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.