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 Q3	$2.63M	Buy	65,188 +2,588	+4%	+$106K	0.55%	43
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $446M AUM 20.64% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

Investment Advisory Group Hanover, Massachusetts $479M AUM 15.61% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

High Net Worth Advisory Group's AOK Position: Q3 2026 in Review

High Net Worth Advisory Group increased its iShares Core Conservative Allocation ETF (AOK) stake by 4.1% in Q3 2026, buying an estimated $106K and bringing the position to 65,188 shares worth $2.63M. The position accounts for 0.55% of the portfolio, ranked #43.

High Net Worth Advisory Group first reported a position in AOK in Q4 2021 and has held it in 9 quarters since. 161 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

High Net Worth Advisory Group held 65,188 shares of iShares Core Conservative Allocation ETF worth $2.63M as of Q3 2026.
High Net Worth Advisory Group bought 2,588 iShares Core Conservative Allocation ETF shares in Q3 2026, an estimated $106K.
iShares Core Conservative Allocation ETF made up 0.55% of High Net Worth Advisory Group's portfolio in Q3 2026, its #43 holding.
High Net Worth Advisory Group first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and has held it in 9 quarters since.
161 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.