FFA
AOK icon

Farther Finance Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Farther Finance Advisors’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 		$59K Sell
1,464
-161
-10% -$6.61K ﹤0.01% 3266
2026
Q2 		$67.4K Sell
1,625
-1,593
-50% -$65.4K ﹤0.01% 3009
2026
Q1 		$129K Buy
3,218
+453
+16% +$18.4K ﹤0.01% 2323
2025
Q4 		$111K Buy
2,765
+1,760
+175% +$71K ﹤0.01% 2284
2025
Q3 		$40.4K Buy
1,005
+8
+0.8% +$315 ﹤0.01% 2573
2025
Q2 		$38.9K Buy
997
+8
+0.8% +$303 ﹤0.01% 2256
2025
Q1 		$37.3K Buy
989
+4
+0.4% +$151 ﹤0.01% 2054
2024
Q4 		$36.7K Buy
985
+13
+1% +$494 ﹤0.01% 1808
2024
Q3 		$37.6K Buy
972
+971
+97,100% +$36.7K ﹤0.01% 1793
2024
Q2 		$37 Buy
+1
New +$36 ﹤0.01% 3717

Other funds holding AOK

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's AOK Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Core Conservative Allocation ETF (AOK) stake by 9.9% in Q3 2026, selling an estimated $6.61K and leaving 1,464 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

Farther Finance Advisors first reported a position in AOK in Q2 2024 and has held it in 10 quarters since. The position peaked at $129K in Q1 2026. 7 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

  • Farther Finance Advisors held 1,464 shares of iShares Core Conservative Allocation ETF worth $59K as of Q3 2026.
  • Farther Finance Advisors sold 161 iShares Core Conservative Allocation ETF shares in Q3 2026, an estimated $6.61K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3266 holding.
  • Farther Finance Advisors first reported a position in iShares Core Conservative Allocation ETF in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's iShares Core Conservative Allocation ETF position peaked at $129K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.