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

Tempus Wealth Planning’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 		$423K Buy
10,203
+3,541
+53% +$145K 0.08% 191
2026
Q1 		$266K Buy
6,662
+21
+0.3% +$852 0.06% 229
2025
Q4 		$266K Sell
6,641
-68
-1% -$2.75K 0.06% 241
2025
Q3 		$269K Sell
6,709
-520
-7% -$20.5K 0.06% 238
2025
Q2 		$282K Sell
7,229
-417
-5% -$15.8K 0.07% 219
2025
Q1 		$288K Buy
7,646
+6
+0.1% +$226 0.09% 209
2024
Q4 		$285K Buy
7,640
+194
+3% +$7.37K 0.09% 199
2024
Q3 		$288K Buy
7,446
+1,698
+30% +$64.1K 0.11% 173
2024
Q2 		$212K Buy
+5,748
New +$210K 0.09% 190
2022
Q4 		– Sell
-11,578
Closed -$378K – 182
2022
Q3 		$378K Sell
11,578
-2,084
-15% -$72.3K 0.25% 108
2022
Q2 		$472K Sell
13,662
-8,843
-39% -$315K 0.39% 74
2022
Q1 		$848K Sell
22,505
-3,438
-13% -$132K 0.6% 44
2021
Q4 		$1.04M Buy
25,943
+2,507
+11% +$100K 0.56% 52
2021
Q3 		$926K Buy
23,436
+16,193
+224% +$648K 0.52% 53
2021
Q2 		$288K Buy
7,243
+1,816
+33% +$71.5K 0.19% 123
2021
Q1 		$210K Hold
5,427
– – 0.22% 94
2020
Q4 		$210K Sell
5,427
-1,423
-21% -$54K 0.27% 70
2020
Q3 		$255K Buy
+6,850
New +$255K 0.37% 56
2020
Q1 		– Sell
-12,867
Closed -$466K – 61
2019
Q4 		$466K Buy
+12,867
New +$462K 0.41% 36

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

Tempus Wealth Planning's AOK Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares Core Conservative Allocation ETF (AOK) stake by 53% in Q2 2026, buying an estimated $145K and bringing the position to 10,203 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #191.

Tempus Wealth Planning first reported a position in AOK in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.04M in Q4 2021. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Tempus Wealth Planning held 10,203 shares of iShares Core Conservative Allocation ETF worth $423K as of Q2 2026.
  • Tempus Wealth Planning bought 3,541 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $145K.
  • iShares Core Conservative Allocation ETF made up 0.08% of Tempus Wealth Planning's portfolio in Q2 2026, its #191 holding.
  • Tempus Wealth Planning first reported a position in iShares Core Conservative Allocation ETF in Q4 2019 and has held it in 19 quarters since.
  • Tempus Wealth Planning's iShares Core Conservative Allocation ETF position peaked at $1.04M in Q4 2021.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.