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Focus Partners Advisor Solutions’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Focus Partners Advisor Solutions’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 		$306K Sell
7,382
-87
-1% -$3.57K ﹤0.01% 1001
2026
Q1 		$298K Buy
7,469
+1,003
+16% +$40.7K ﹤0.01% 975
2025
Q4 		$260K Sell
6,466
-7,428
-53% -$300K ﹤0.01% 930
2025
Q3 		$562K Buy
13,894
+5,677
+69% +$224K 0.01% 698
2025
Q2 		$321K Buy
+8,217
New +$311K ﹤0.01% 831
2024
Q1 		– Sell
-10,689
Closed -$386K – 606
2023
Q4 		$386K Sell
10,689
-4,459
-29% -$154K 0.02% 288
2023
Q3 		$514K Sell
15,148
-2,082
-12% -$72.6K 0.02% 250
2023
Q2 		$607K Buy
17,230
+1,716
+11% +$60.1K 0.03% 192
2023
Q1 		$542K Buy
15,514
+1,101
+8% +$38.1K 0.04% 195
2022
Q4 		$484K Sell
14,413
-20,393
-59% -$684K 0.04% 194
2022
Q3 		$1.14M Buy
34,806
+14,569
+72% +$505K 0.07% 137
2022
Q2 		$700K Buy
20,237
+1,013
+5% +$36.1K 0.06% 149
2022
Q1 		$725K Buy
+19,224
New +$737K 0.07% 136

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

Focus Partners Advisor Solutions's AOK Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Core Conservative Allocation ETF (AOK) stake by 1.2% in Q2 2026, selling an estimated $3.57K and leaving 7,382 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Focus Partners Advisor Solutions first reported a position in AOK in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.14M in Q3 2022. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Focus Partners Advisor Solutions held 7,382 shares of iShares Core Conservative Allocation ETF worth $306K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 87 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $3.57K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1001 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Core Conservative Allocation ETF in Q1 2022 and has held it in 13 quarters since.
  • Focus Partners Advisor Solutions's iShares Core Conservative Allocation ETF position peaked at $1.14M in Q3 2022.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.