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Hantz Financial Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Hantz Financial Services’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
-12,914
Closed -$486K – 2175
2025
Q1 		$486K Sell
12,914
-2,958
-19% -$112K 0.01% 504
2024
Q4 		$592K Buy
+15,872
New +$603K 0.01% 488
2024
Q3 		– Sell
-357
Closed -$13K – 1066
2024
Q2 		$13K Buy
+357
New +$13K ﹤0.01% 774
2024
Q1 		– Sell
-4,297
Closed -$155K – 1190
2023
Q4 		$155K Buy
+4,297
New +$149K ﹤0.01% 575
2023
Q3 		– Sell
-1,523
Closed -$54K – 1112
2023
Q2 		$54K Buy
1,523
+662
+77% +$23.2K ﹤0.01% 618
2023
Q1 		$30K Sell
861
-5,670
-87% -$196K ﹤0.01% 666
2022
Q4 		$220K Buy
+6,531
New +$219K 0.01% 530

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

Hantz Financial Services's AOK Position: Q2 2025 in Review

Hantz Financial Services sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2025, closing a stake of 12,914 shares — an estimated $486K sold.

Hantz Financial Services first reported a position in AOK in Q4 2022 and held it in 7 quarters. The position peaked at $592K in Q4 2024. 152 funds tracked by Wall St. Rank hold AOK as of Q2 2025.

  • Hantz Financial Services reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Hantz Financial Services sold 12,914 iShares Core Conservative Allocation ETF shares in Q2 2025, an estimated $486K.
  • Hantz Financial Services first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and held it in 7 quarters.
  • Hantz Financial Services's iShares Core Conservative Allocation ETF position peaked at $592K in Q4 2024.
  • 152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2025.

Based on Hantz Financial Services's 13F filing for Q2 2025, filed 4 Aug 2025.