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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
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 $377B AUM 19.32% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's AOK Position: Q1 2026 in Review

Root Financial Partners reduced its iShares Core Conservative Allocation ETF (AOK) stake by 88% in Q1 2026, selling an estimated $30.7K and leaving 107 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Root Financial Partners first reported a position in AOK in Q3 2025 and has held it in 3 quarters since. The position peaked at $34.6K in Q4 2025. 163 funds tracked by Wall St. Rank hold AOK as of Q1 2026.

  • Root Financial Partners held 107 shares of iShares Core Conservative Allocation ETF worth $4.27K as of Q1 2026.
  • Root Financial Partners sold 756 iShares Core Conservative Allocation ETF shares in Q1 2026, an estimated $30.7K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2006 holding.
  • Root Financial Partners first reported a position in iShares Core Conservative Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares Core Conservative Allocation ETF position peaked at $34.6K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.