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Sage Financial Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Sage Financial Group’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 		$394K Hold
9,495
– – 0.02% 92
2026
Q1 		$379K Hold
9,495
– – 0.02% 89
2025
Q4 		$381K Buy
+9,495
New +$383K 0.03% 84

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

Sage Financial Group's AOK Position: Q2 2026 in Review

Sage Financial Group held its iShares Core Conservative Allocation ETF (AOK) position steady in Q2 2026 at 9,495 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #92.

Sage Financial Group first reported a position in AOK in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Sage Financial Group held 9,495 shares of iShares Core Conservative Allocation ETF worth $394K as of Q2 2026.
  • Sage Financial Group left its iShares Core Conservative Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Conservative Allocation ETF made up 0.02% of Sage Financial Group's portfolio in Q2 2026, its #92 holding.
  • Sage Financial Group first reported a position in iShares Core Conservative Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.