RL
AOK icon

Retireful LLC’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Retireful LLC’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
2025
Q2 		– Sell
-38
Closed -$442K – 146
2025
Q1 		$442K Buy
+38
New +$1.43K 0.42% 62
2024
Q1 		– Sell
-100,668
Closed -$3.64M – 95
2023
Q4 		$3.64M Buy
+100,668
New +$3.48M 1.58% 18
2023
Q3 		– Sell
-21,322
Closed -$751K – 76
2023
Q2 		$751K Sell
21,322
-799
-4% -$28K 0.28% 72
2023
Q1 		$773K Buy
+22,121
New +$765K 0.25% 42

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Retireful LLC's AOK Position: Q2 2025 in Review

Retireful LLC sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2025, closing a stake of 38 shares — an estimated $442K sold.

Retireful LLC first reported a position in AOK in Q1 2023 and held it in 4 quarters. The position peaked at $3.64M in Q4 2023. 152 funds tracked by Wall St. Rank hold AOK as of Q2 2025.

  • Retireful LLC reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Retireful LLC sold 38 iShares Core Conservative Allocation ETF shares in Q2 2025, an estimated $442K.
  • Retireful LLC first reported a position in iShares Core Conservative Allocation ETF in Q1 2023 and held it in 4 quarters.
  • Retireful LLC's iShares Core Conservative Allocation ETF position peaked at $3.64M in Q4 2023.
  • 152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2025.

Based on Retireful LLC's 13F filing for Q2 2025, filed 15 Jul 2025.