BlueStem Wealth Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

BlueStem Wealth 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	$1.21M	Sell	29,199 -1,228	-4%	-$50.4K	0.12%	59
2026 Q1	$1.21M	Sell	30,427 -955	-3%	-$38.7K	0.13%	58
2025 Q4	$1.26M	Sell	31,382 -2,481	-7%	-$100K	0.14%	55
2025 Q3	$1.36M	Sell	33,863 -2,530	-7%	-$99.7K	0.16%	48
2025 Q2	$1.42M	Sell	36,393 -1,076	-3%	-$40.7K	0.17%	43
2025 Q1	$1.41M	Sell	37,469 -1,034	-3%	-$39K	0.19%	40
2024 Q4	$1.44M	Buy	+38,503	New	+$1.46M	0.19%	43

Other funds holding AOK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlueStem Wealth Partners's AOK Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its iShares Core Conservative Allocation ETF (AOK) stake by 4% in Q2 2026, selling an estimated $50.4K and leaving 29,199 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #59.

BlueStem Wealth Partners first reported a position in AOK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2024. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

BlueStem Wealth Partners held 29,199 shares of iShares Core Conservative Allocation ETF worth $1.21M as of Q2 2026.
BlueStem Wealth Partners sold 1,228 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $50.4K.
iShares Core Conservative Allocation ETF made up 0.12% of BlueStem Wealth Partners's portfolio in Q2 2026, its #59 holding.
BlueStem Wealth Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's iShares Core Conservative Allocation ETF position peaked at $1.44M in Q4 2024.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.