Mather Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Mather Group’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	$6K	Buy	+151	New	+$6.12K	﹤0.01%	1545

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

Mather Group's AOK Position: Q1 2026 in Review

Mather Group opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q1 2026: 151 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1545 among its holdings.

163 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

Mather Group held 151 shares of iShares Core Conservative Allocation ETF worth $6K as of Q1 2026.
iShares Core Conservative Allocation ETF was a new Mather Group position in Q1 2026.
iShares Core Conservative Allocation ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1545 holding.
163 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.