StrongBox Wealth’s iShares Core Conservative Allocation ETF AOK Stock Holding History

StrongBox Wealth’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	$2.2K	Buy	+53	New	+$2.17K	﹤0.01%	262

Other funds holding AOK

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $145M AUM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RCW Management Jacksonville, Florida $112M AUM

L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $751M AUM

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

StrongBox Wealth's AOK Position: Q2 2026 in Review

StrongBox Wealth opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 53 shares worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings.

42 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

StrongBox Wealth held 53 shares of iShares Core Conservative Allocation ETF worth $2.2K as of Q2 2026.
iShares Core Conservative Allocation ETF was a new StrongBox Wealth position in Q2 2026.
iShares Core Conservative Allocation ETF made up ﹤0.01% of StrongBox Wealth's portfolio in Q2 2026, its #262 holding.
42 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.