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Tower Research Capital (TRC)’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Tower Research Capital (TRC)’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
-1
Closed -$38 – 5247
2025
Q1 		$38 Hold
1
– – ﹤0.01% 5085
2024
Q4 		$37 Hold
1
– – ﹤0.01% 5563
2024
Q3 		$39 Sell
1
-8
-89% -$302 ﹤0.01% 5574
2024
Q2 		$332 Sell
9
-44
-83% -$1.6K ﹤0.01% 5354
2024
Q1 		$1.95K Buy
53
+52
+5,200% +$1.88K ﹤0.01% 5153
2023
Q4 		$36 Sell
1
-45
-98% -$1.56K ﹤0.01% 5788
2023
Q3 		$1.56K Sell
46
-10
-18% -$349 ﹤0.01% 5307
2023
Q2 		$1.97K Buy
56
+15
+37% +$525 ﹤0.01% 5282
2023
Q1 		$1K Sell
41
-110
-73% -$3.8K ﹤0.01% 5491
2022
Q4 		$5K Buy
+151
New +$5.06K ﹤0.01% 4827

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

Tower Research Capital (TRC)'s AOK Position: Q2 2025 in Review

Tower Research Capital (TRC) sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2025, closing a stake of 1 share — an estimated $38 sold.

Tower Research Capital (TRC) first reported a position in AOK in Q4 2022 and held it in 10 quarters. The position peaked at $5K in Q4 2022. 152 funds tracked by Wall St. Rank hold AOK as of Q2 2025.

  • Tower Research Capital (TRC) reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 1 iShares Core Conservative Allocation ETF share in Q2 2025, an estimated $38.
  • Tower Research Capital (TRC) first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and held it in 10 quarters.
  • Tower Research Capital (TRC)'s iShares Core Conservative Allocation ETF position peaked at $5K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2025, filed 15 Aug 2025.