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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
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

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

Farther Finance Advisors's AOK Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Core Conservative Allocation ETF (AOK) stake by 50% in Q2 2026, selling an estimated $65.4K and leaving 1,625 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

Farther Finance Advisors first reported a position in AOK in Q2 2024 and has held it in 9 quarters since. The position peaked at $129K in Q1 2026. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Farther Finance Advisors held 1,625 shares of iShares Core Conservative Allocation ETF worth $67.4K as of Q2 2026.
  • Farther Finance Advisors sold 1,593 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $65.4K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3009 holding.
  • Farther Finance Advisors first reported a position in iShares Core Conservative Allocation ETF in Q2 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's iShares Core Conservative Allocation ETF position peaked at $129K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.