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TD Private Client Wealth’s iShares Core Conservative Allocation ETF AOK Stock Holding History

TD Private Client 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 		– Sell
-4,490
Closed -$179K – 1702
2026
Q1 		$179K Buy
+4,490
New +$182K ﹤0.01% 669
2025
Q3 		– Sell
-743
Closed -$29K – 1539
2025
Q2 		$29K Buy
+743
New +$28.1K ﹤0.01% 933
2025
Q1 		– Sell
-394
Closed -$14.7K – 1418
2024
Q4 		$14.7K Buy
+394
New +$15K ﹤0.01% 1015

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

TD Private Client Wealth's AOK Position: Q2 2026 in Review

TD Private Client Wealth sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2026, closing a stake of 4,490 shares — an estimated $179K sold.

TD Private Client Wealth first reported a position in AOK in Q4 2024 and held it in 3 quarters. The position peaked at $179K in Q1 2026. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • TD Private Client Wealth reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 4,490 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $179K.
  • TD Private Client Wealth first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and held it in 3 quarters.
  • TD Private Client Wealth's iShares Core Conservative Allocation ETF position peaked at $179K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.