HFM Investment Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

HFM Investment 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	$24.2K	Buy	583 +3	+0.5%	+$123	0.01%	78
2026 Q1	$23.2K	Buy	580 +3	+0.5%	+$122	0.01%	82
2025 Q4	$23.1K	Hold	577	–	–	0.01%	86
2025 Q3	$23.2K	Buy	577 +3	+0.5%	+$118	0.01%	64
2025 Q2	$22.4K	Buy	574 +9	+2%	+$340	0.01%	65
2025 Q1	$21.3K	Buy	+565	New	+$21.3K	0.01%	60

Other funds holding AOK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM Investment Advisors's AOK Position: Q2 2026 in Review

HFM Investment Advisors increased its iShares Core Conservative Allocation ETF (AOK) stake by 0.52% in Q2 2026, buying an estimated $123 and bringing the position to 583 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #78.

HFM Investment Advisors first reported a position in AOK in Q1 2025 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

HFM Investment Advisors held 583 shares of iShares Core Conservative Allocation ETF worth $24.2K as of Q2 2026.
HFM Investment Advisors bought 3 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $123.
iShares Core Conservative Allocation ETF made up 0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #78 holding.
HFM Investment Advisors first reported a position in iShares Core Conservative Allocation ETF in Q1 2025 and has held it in 6 quarters since.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.