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AOK icon

R2 Capital Strategies, LLC’s iShares Core Conservative Allocation ETF AOK Stock Holding History

R2 Capital Strategies, LLC’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 		$430K Buy
+10,363
New +$425K 0.19% 75

Other funds holding AOK

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RM
RCW Management Jacksonville, Florida $112M AUM
LKBC
L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

R2 Capital Strategies, LLC's AOK Position: Q2 2026 in Review

R2 Capital Strategies, LLC opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 10,363 shares worth $430K. The stake represents 0.19% of the portfolio and ranks #75 among its holdings.

42 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • R2 Capital Strategies, LLC held 10,363 shares of iShares Core Conservative Allocation ETF worth $430K as of Q2 2026.
  • iShares Core Conservative Allocation ETF was a new R2 Capital Strategies, LLC position in Q2 2026.
  • iShares Core Conservative Allocation ETF made up 0.19% of R2 Capital Strategies, LLC's portfolio in Q2 2026, its #75 holding.
  • 42 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on R2 Capital Strategies, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.