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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
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

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

Root Financial Partners's AOK Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2026, closing a stake of 107 shares — an estimated $4.27K sold.

Root Financial Partners first reported a position in AOK in Q3 2025 and held it in 3 quarters. The position peaked at $34.6K in Q4 2025. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 107 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $4.27K.
  • Root Financial Partners first reported a position in iShares Core Conservative Allocation ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Core Conservative Allocation ETF position peaked at $34.6K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.