Mather Group
AOK icon

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
Q3 		$6.14K Buy
152
+1
+0.7% +$41 ﹤0.01% 1776
2026
Q2 		$6.27K Hold
151
– – ﹤0.01% 1587
2026
Q1 		$6K Buy
+151
New +$6.12K ﹤0.01% 1545

Other funds holding AOK

Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Gilpin Wealth Management
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
RDA Financial Network
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Mather Group's AOK Position: Q3 2026 in Review

Mather Group increased its iShares Core Conservative Allocation ETF (AOK) stake by 0.66% in Q3 2026, buying an estimated $41 and bringing the position to 152 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Mather Group first reported a position in AOK in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.27K in Q2 2026. 37 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

  • Mather Group held 152 shares of iShares Core Conservative Allocation ETF worth $6.14K as of Q3 2026.
  • Mather Group bought 1 iShares Core Conservative Allocation ETF share in Q3 2026, an estimated $41.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1776 holding.
  • Mather Group first reported a position in iShares Core Conservative Allocation ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's iShares Core Conservative Allocation ETF position peaked at $6.27K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.