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

HighTower 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	$405K	Buy	9,765 +4,098	+72%	+$168K	﹤0.01%	2936
2026 Q1	$226K	Buy	5,667 +6	+0.1%	+$243	﹤0.01%	3394
2025 Q4	$227K	Sell	5,661 -146	-3%	-$5.89K	﹤0.01%	3261
2025 Q3	$233K	Buy	+5,807	New	+$229K	﹤0.01%	3237
2021 Q2	–	Sell	-5,583	Closed	-$216K	–	3150
2021 Q1	$216K	Buy	+5,583	New	+$217K	﹤0.01%	2546

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

IAG

Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HNWAG

High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

HighTower Advisors's AOK Position: Q2 2026 in Review

HighTower Advisors increased its iShares Core Conservative Allocation ETF (AOK) stake by 72% in Q2 2026, buying an estimated $168K and bringing the position to 9,765 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

HighTower Advisors first reported a position in AOK in Q1 2021 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

HighTower Advisors held 9,765 shares of iShares Core Conservative Allocation ETF worth $405K as of Q2 2026.
HighTower Advisors bought 4,098 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $168K.
iShares Core Conservative Allocation ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2936 holding.
HighTower Advisors first reported a position in iShares Core Conservative Allocation ETF in Q1 2021 and has held it in 5 quarters since.
109 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.