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
2024 Q2	$1.22K	Buy	+33	New	+$1.2K	﹤0.01%	145

Other funds holding AOK

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

IAG

Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

Hershey Financial Advisers's AOK Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2024: 33 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #145 among its holdings.

161 funds tracked by Wall St. Rank hold AOK as of Q2 2024.

Hershey Financial Advisers held 33 shares of iShares Core Conservative Allocation ETF worth $1.22K as of Q2 2024.
iShares Core Conservative Allocation ETF was a new Hershey Financial Advisers position in Q2 2024.
iShares Core Conservative Allocation ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #145 holding.
161 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.