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Phil A. Younker & Associates’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Phil A. Younker & Associates’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 		$203K Sell
4,895
-18,541
-79% -$761K 0.14% 27
2026
Q1 		$935K Hold
23,436
– – 0.62% 18
2025
Q4 		$940K Buy
+23,436
New +$946K 0.66% 18

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

Phil A. Younker & Associates's AOK Position: Q2 2026 in Review

Phil A. Younker & Associates reduced its iShares Core Conservative Allocation ETF (AOK) stake by 79% in Q2 2026, selling an estimated $761K and leaving 4,895 shares worth $203K. The position accounts for 0.14% of the portfolio, ranked #27.

Phil A. Younker & Associates first reported a position in AOK in Q4 2025 and has held it in 3 quarters since. The position peaked at $940K in Q4 2025. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Phil A. Younker & Associates held 4,895 shares of iShares Core Conservative Allocation ETF worth $203K as of Q2 2026.
  • Phil A. Younker & Associates sold 18,541 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $761K.
  • iShares Core Conservative Allocation ETF made up 0.14% of Phil A. Younker & Associates's portfolio in Q2 2026, its #27 holding.
  • Phil A. Younker & Associates first reported a position in iShares Core Conservative Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • Phil A. Younker & Associates's iShares Core Conservative Allocation ETF position peaked at $940K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.