Divergent Planning’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Divergent Planning’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
2025 Q4	$242K	Buy	+6,001	New	+$242K	0.06%	33
2022 Q3	–	Sell	-7,774	Closed	-$269K	–	23
2022 Q2	$269K	Sell	7,774 -176	-2%	-$6.27K	0.19%	15
2022 Q1	$300K	Buy	7,950 +19	+0.2%	+$728	0.19%	16
2021 Q4	$316K	Hold	7,931	–	–	0.23%	14
2021 Q3	$312K	Sell	7,931 -930	-10%	-$37.2K	0.25%	12
2021 Q2	$353K	Buy	8,861 +2,546	+40%	+$100K	0.29%	12
2021 Q1	$249K	Buy	+6,315	New	+$245K	0.21%	15

Other funds holding AOK

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Divergent Planning's AOK Position: Q4 2025 in Review

Divergent Planning opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q4 2025: 6,001 shares worth $242K. The stake represents 0.06% of the portfolio and ranks #33 among its holdings. This is a return to the name: Divergent Planning previously reported a position in AOK as recently as Q2 2022.

Divergent Planning first reported a position in AOK in Q1 2021 and has held it in 7 quarters since. The position peaked at $353K in Q2 2021. 167 funds tracked by Wall St. Rank hold AOK as of Q4 2025.

Divergent Planning held 6,001 shares of iShares Core Conservative Allocation ETF worth $242K as of Q4 2025.
iShares Core Conservative Allocation ETF was a new Divergent Planning position in Q4 2025.
iShares Core Conservative Allocation ETF made up 0.06% of Divergent Planning's portfolio in Q4 2025, its #33 holding.
Divergent Planning first reported a position in iShares Core Conservative Allocation ETF in Q1 2021 and has held it in 7 quarters since.
Divergent Planning's iShares Core Conservative Allocation ETF position peaked at $353K in Q2 2021.
167 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.