GRP
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Global Retirement Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Global Retirement 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 		$244K Buy
+5,875
New +$241K ﹤0.01% 1458
2025
Q4 		$43.6K Buy
1,087
+425
+64% +$17.2K ﹤0.01% 2435
2025
Q3 		$26.6K Hold
662
– – ﹤0.01% 2258
2025
Q2 		$25.9K Buy
+662
New +$25K ﹤0.01% 2144
2024
Q4 		$24.7K Buy
+662
New +$25.2K ﹤0.01% 1977
2023
Q1 		– Sell
-1,540
Closed -$51.8K – 3195
2022
Q4 		$51.8K Buy
1,540
+13
+0.9% +$436 ﹤0.01% 1073
2022
Q3 		$50K Buy
1,527
+12
+0.8% +$416 ﹤0.01% 1007
2022
Q2 		$52K Buy
1,515
+1
+0.1% +$36 ﹤0.01% 977
2022
Q1 		$54K Buy
+1,514
New +$58K ﹤0.01% 964
2021
Q4 		– Sell
-6,221
Closed -$246K – 323
2021
Q3 		$246K Buy
6,221
+1,306
+27% +$52.3K 0.02% 430
2021
Q2 		$196K Buy
4,915
+1,604
+48% +$63.2K 0.02% 457
2021
Q1 		$128K Buy
3,311
+2,303
+228% +$89.3K 0.02% 506
2020
Q4 		$39K Buy
1,008
+8
+0.8% +$304 ﹤0.01% 812
2020
Q3 		$37K Buy
1,000
+500
+100% +$18.6K 0.01% 717
2020
Q2 		$18K Hold
500
– – ﹤0.01% 923
2020
Q1 		$17K Hold
500
– – ﹤0.01% 842
2019
Q4 		$18K Hold
500
– – ﹤0.01% 962
2019
Q3 		$18K Hold
500
– – ﹤0.01% 928
2019
Q2 		$18K Buy
+500
New +$17.4K ﹤0.01% 933
2018
Q3 		– Sell
-300
Closed -$10K – 1526
2018
Q2 		$10K Hold
300
– – ﹤0.01% 986
2018
Q1 		$10K Buy
+300
New +$10.3K ﹤0.01% 960

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

Global Retirement Partners's AOK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 5,875 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AOK as recently as Q4 2025.

Global Retirement Partners first reported a position in AOK in Q1 2018 and has held it in 21 quarters since. The position peaked at $246K in Q3 2021. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Global Retirement Partners held 5,875 shares of iShares Core Conservative Allocation ETF worth $244K as of Q2 2026.
  • iShares Core Conservative Allocation ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1458 holding.
  • Global Retirement Partners first reported a position in iShares Core Conservative Allocation ETF in Q1 2018 and has held it in 21 quarters since.
  • Global Retirement Partners's iShares Core Conservative Allocation ETF position peaked at $246K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.