P
AOK icon

&Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

&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 		$230K Hold
5,543
– – ﹤0.01% 2299
2026
Q1 		$221K Buy
+5,543
New +$225K ﹤0.01% 2186

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

&Partners's AOK Position: Q2 2026 in Review

&Partners held its iShares Core Conservative Allocation ETF (AOK) position steady in Q2 2026 at 5,543 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

&Partners 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.

  • &Partners held 5,543 shares of iShares Core Conservative Allocation ETF worth $230K as of Q2 2026.
  • &Partners left its iShares Core Conservative Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2299 holding.
  • &Partners 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.