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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
Q2 		$6.27K Hold
151
– – ﹤0.01% 1587
2026
Q1 		$6K Buy
+151
New +$6.12K ﹤0.01% 1545

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

Mather Group's AOK Position: Q2 2026 in Review

Mather Group held its iShares Core Conservative Allocation ETF (AOK) position steady in Q2 2026 at 151 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Mather Group first reported a position in AOK in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Mather Group held 151 shares of iShares Core Conservative Allocation ETF worth $6.27K as of Q2 2026.
  • Mather Group left its iShares Core Conservative Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1587 holding.
  • Mather Group first reported a position in iShares Core Conservative Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.