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United Community Bank’s iShares Core Conservative Allocation ETF AOK Stock Holding History

United Community Bank’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 		$56.8K Hold
1,425
– – 0.02% 329
2025
Q4 		$57.2K Hold
1,425
– – 0.02% 284
2025
Q3 		$57.2K Hold
1,425
– – 0.02% 321
2025
Q2 		$55.7K Hold
1,425
– – 0.02% 297
2025
Q1 		$53.6K Hold
1,425
– – 0.02% 303
2024
Q4 		$53.2K Hold
1,425
– – 0.02% 287
2024
Q3 		$55.1K Hold
1,425
– – 0.02% 279
2024
Q2 		$52.6K Hold
1,425
– – 0.02% 293
2024
Q1 		$52.5K Buy
+1,425
New +$51.6K 0.02% 276

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $559M AUM 13.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Community Bank's AOK Position: Q1 2026 in Review

United Community Bank held its iShares Core Conservative Allocation ETF (AOK) position steady in Q1 2026 at 1,425 shares worth $56.8K. The position accounts for 0.02% of the portfolio, ranked #329.

United Community Bank first reported a position in AOK in Q1 2024 and has held it in 9 quarters since. The position peaked at $57.2K in Q3 2025. 163 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

  • United Community Bank held 1,425 shares of iShares Core Conservative Allocation ETF worth $56.8K as of Q1 2026.
  • United Community Bank left its iShares Core Conservative Allocation ETF share count unchanged in Q1 2026.
  • iShares Core Conservative Allocation ETF made up 0.02% of United Community Bank's portfolio in Q1 2026, its #329 holding.
  • United Community Bank first reported a position in iShares Core Conservative Allocation ETF in Q1 2024 and has held it in 9 quarters since.
  • United Community Bank's iShares Core Conservative Allocation ETF position peaked at $57.2K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.