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TD Waterhouse Canada’s iShares Core Conservative Allocation ETF AOK Stock Holding History

TD Waterhouse Canada’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 		$135K Sell
3,268
-611
-16% -$25.1K ﹤0.01% 1160
2026
Q1 		$155K Buy
3,879
+98
+3% +$3.97K ﹤0.01% 1092
2025
Q4 		$152K Buy
3,781
+1,607
+74% +$64.9K ﹤0.01% 947
2025
Q3 		$87.5K Buy
2,174
+600
+38% +$23.6K ﹤0.01% 1062
2025
Q2 		$61.4K Sell
1,574
-43
-3% -$1.63K ﹤0.01% 1083
2025
Q1 		$61K Sell
1,617
-5,356
-77% -$202K ﹤0.01% 1051
2024
Q4 		$260K Buy
6,973
+26
+0.4% +$988 ﹤0.01% 753
2024
Q3 		$268K Buy
6,947
+2,608
+60% +$98.4K ﹤0.01% 724
2024
Q2 		$160K Buy
4,339
+2,700
+165% +$98.5K ﹤0.01% 803
2024
Q1 		$89.6K Buy
+1,639
New +$59.3K ﹤0.01% 925

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 Waterhouse Canada's AOK Position: Q2 2026 in Review

TD Waterhouse Canada reduced its iShares Core Conservative Allocation ETF (AOK) stake by 16% in Q2 2026, selling an estimated $25.1K and leaving 3,268 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

TD Waterhouse Canada first reported a position in AOK in Q1 2024 and has held it in 10 quarters since. The position peaked at $268K in Q3 2024. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • TD Waterhouse Canada held 3,268 shares of iShares Core Conservative Allocation ETF worth $135K as of Q2 2026.
  • TD Waterhouse Canada sold 611 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $25.1K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1160 holding.
  • TD Waterhouse Canada first reported a position in iShares Core Conservative Allocation ETF in Q1 2024 and has held it in 10 quarters since.
  • TD Waterhouse Canada's iShares Core Conservative Allocation ETF position peaked at $268K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.