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 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 $377B AUM 19.32% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlueStem Wealth Partners's AOK Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its iShares Core Conservative Allocation ETF (AOK) stake by 3% in Q1 2026, selling an estimated $38.7K and leaving 30,427 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #58.

BlueStem Wealth Partners first reported a position in AOK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q4 2024. 163 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

BlueStem Wealth Partners held 30,427 shares of iShares Core Conservative Allocation ETF worth $1.21M as of Q1 2026.
BlueStem Wealth Partners sold 955 iShares Core Conservative Allocation ETF shares in Q1 2026, an estimated $38.7K.
iShares Core Conservative Allocation ETF made up 0.13% of BlueStem Wealth Partners's portfolio in Q1 2026, its #58 holding.
BlueStem Wealth Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's iShares Core Conservative Allocation ETF position peaked at $1.44M in Q4 2024.
163 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.