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Verus Capital Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Verus Capital Partners’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 		$475K Hold
11,455
– – 0.03% 312
2026
Q1 		$457K Sell
11,455
-125
-1% -$5.07K 0.03% 281
2025
Q4 		$465K Buy
11,580
+4,385
+61% +$177K 0.03% 281
2025
Q3 		$289K Hold
7,195
– – 0.02% 330
2025
Q2 		$281K Sell
7,195
-523
-7% -$19.8K 0.03% 300
2025
Q1 		$290K Hold
7,718
– – 0.03% 286
2024
Q4 		$288K Hold
7,718
– – 0.03% 288
2024
Q3 		$298K Hold
7,718
– – 0.03% 265
2024
Q2 		$285K Buy
7,718
+1,000
+15% +$36.5K 0.03% 264
2024
Q1 		$247K Buy
+6,718
New +$243K 0.03% 296
2020
Q1 		$54K Hold
1,600
– – 0.02% 467
2019
Q4 		$58K Buy
+1,600
New +$57.4K 0.02% 552

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

Verus Capital Partners's AOK Position: Q2 2026 in Review

Verus Capital Partners held its iShares Core Conservative Allocation ETF (AOK) position steady in Q2 2026 at 11,455 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #312.

Verus Capital Partners first reported a position in AOK in Q4 2019 and has held it in 12 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Verus Capital Partners held 11,455 shares of iShares Core Conservative Allocation ETF worth $475K as of Q2 2026.
  • Verus Capital Partners left its iShares Core Conservative Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Conservative Allocation ETF made up 0.03% of Verus Capital Partners's portfolio in Q2 2026, its #312 holding.
  • Verus Capital Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2019 and has held it in 12 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.