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

Root Financial 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
Q3 		$4.32K Buy
+107
New +$4.4K ﹤0.01% 2283
2026
Q2 		– Sell
-107
Closed -$4.27K – 558
2026
Q1 		$4.27K Sell
107
-756
-88% -$30.7K ﹤0.01% 2006
2025
Q4 		$34.6K Buy
863
+49
+6% +$1.98K ﹤0.01% 871
2025
Q3 		$32.7K Buy
+814
New +$32.1K ﹤0.01% 848

Other funds holding AOK

Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Elevation Capital Advisory
Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
High Net Worth Advisory Group
High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 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
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
StrongBox Wealth
StrongBox Wealth Lee's Summit, Missouri $374M AUM 11.45% 1-Year Est. Return
Basso Capital Management
Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

Root Financial Partners's AOK Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q3 2026: 107 shares worth $4.32K. The stake represents ﹤0.01% of the portfolio and ranks #2283 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AOK as recently as Q1 2026.

Root Financial Partners first reported a position in AOK in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.6K in Q4 2025. 77 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

  • Root Financial Partners held 107 shares of iShares Core Conservative Allocation ETF worth $4.32K as of Q3 2026.
  • iShares Core Conservative Allocation ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2283 holding.
  • Root Financial Partners first reported a position in iShares Core Conservative Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Core Conservative Allocation ETF position peaked at $34.6K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.