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SageView Advisory Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

SageView Advisory 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
Q1 		– Sell
-477
Closed -$19.1K – 667
2025
Q4 		$19.1K Buy
+477
New +$19.3K ﹤0.01% 1472
2024
Q2 		– Sell
-70,682
Closed -$3.57M – 561
2024
Q1 		$3.57M Buy
+70,682
New +$2.56M 0.18% 71

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SageView Advisory Group's AOK Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2026, closing a stake of 477 shares — an estimated $19.1K sold.

SageView Advisory Group first reported a position in AOK in Q1 2024 and held it in 2 quarters. The position peaked at $3.57M in Q1 2024. 163 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 477 iShares Core Conservative Allocation ETF shares in Q1 2026, an estimated $19.1K.
  • SageView Advisory Group first reported a position in iShares Core Conservative Allocation ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's iShares Core Conservative Allocation ETF position peaked at $3.57M in Q1 2024.
  • 163 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.