High Net Worth Advisory Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

High Net Worth Advisory Group’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	$2.6M	Buy	62,600 +6,000	+11%	+$246K	0.55%	48
2026 Q1	$2.26M	Buy	56,600 +12,950	+30%	+$525K	0.53%	49
2025 Q4	$1.75M	Buy	+43,650	New	+$1.76M	0.4%	59
2023 Q1	–	Sell	-1,000	Closed	-$33.6K	–	214
2022 Q4	$33.6K	Hold	1,000	–	–	0.01%	380
2022 Q3	$33K	Hold	1,000	–	–	0.01%	393
2022 Q2	$35K	Hold	1,000	–	–	0.01%	371
2022 Q1	$38K	Hold	1,000	–	–	0.01%	375
2021 Q4	$40K	Buy	+1,000	New	+$39.9K	0.01%	372

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

High Net Worth Advisory Group's AOK Position: Q2 2026 in Review

High Net Worth Advisory Group increased its iShares Core Conservative Allocation ETF (AOK) stake by 11% in Q2 2026, buying an estimated $246K and bringing the position to 62,600 shares worth $2.6M. The position accounts for 0.55% of the portfolio, ranked #48.

High Net Worth Advisory Group first reported a position in AOK in Q4 2021 and has held it in 8 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

High Net Worth Advisory Group held 62,600 shares of iShares Core Conservative Allocation ETF worth $2.6M as of Q2 2026.
High Net Worth Advisory Group bought 6,000 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $246K.
iShares Core Conservative Allocation ETF made up 0.55% of High Net Worth Advisory Group's portfolio in Q2 2026, its #48 holding.
High Net Worth Advisory Group first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and has held it in 8 quarters since.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.