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Hershey Financial Advisers’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Hershey Financial Advisers’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 		$4M Buy
+96,363
New +$3.95M 2.87% 9
2024
Q2 		$1.22K Buy
+33
New +$1.2K ﹤0.01% 145

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

Hershey Financial Advisers's AOK Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 96,363 shares worth $4M. The stake represents 2.87% of the portfolio and ranks #9 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in AOK as recently as Q2 2024.

Hershey Financial Advisers first reported a position in AOK in Q2 2024 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Hershey Financial Advisers held 96,363 shares of iShares Core Conservative Allocation ETF worth $4M as of Q2 2026.
  • iShares Core Conservative Allocation ETF was a new Hershey Financial Advisers position in Q2 2026.
  • iShares Core Conservative Allocation ETF made up 2.87% of Hershey Financial Advisers's portfolio in Q2 2026, its #9 holding.
  • Hershey Financial Advisers first reported a position in iShares Core Conservative Allocation ETF in Q2 2024 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.