HWM
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Horizons Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Horizons Wealth Management’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 		$6.41K Buy
+159
New +$6.53K ﹤0.01% 143
2026
Q1 		$6.22K Hold
156
– – ﹤0.01% 150
2025
Q4 		$6.26K Buy
156
+4
+3% +$161 ﹤0.01% 149
2025
Q3 		$6.1K Hold
152
– – ﹤0.01% 149
2025
Q2 		$5.94K Hold
152
– – ﹤0.01% 154
2025
Q1 		$5.72K Hold
152
– – ﹤0.01% 154
2024
Q4 		$5.67K Buy
152
+4
+3% +$152 ﹤0.01% 145
2024
Q3 		$5.72K Hold
148
– – ﹤0.01% 147
2024
Q2 		$5.5K Hold
148
– – ﹤0.01% 148
2024
Q1 		$5.35K Hold
148
– – ﹤0.01% 151
2023
Q4 		$5.35K Hold
148
– – ﹤0.01% 151
2023
Q3 		$5.03K Buy
148
+13
+10% +$453 ﹤0.01% 149
2023
Q2 		$4.76K Hold
135
– – ﹤0.01% 172
2023
Q1 		$4.72K Hold
135
– – ﹤0.01% 141
2022
Q4 		$5K Sell
135
-424
-76% -$14.2K ﹤0.01% 135
2022
Q3 		$18K Hold
559
– – 0.02% 106
2022
Q2 		$20K Buy
+559
New +$19.9K 0.02% 108

Other funds holding AOK

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Horizons Wealth Management's AOK Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q3 2026: 159 shares worth $6.41K. The stake represents ﹤0.01% of the portfolio and ranks #143 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in AOK as recently as Q1 2026.

Horizons Wealth Management first reported a position in AOK in Q2 2022 and has held it in 17 quarters since. The position peaked at $20K in Q2 2022. 7 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

  • Horizons Wealth Management held 159 shares of iShares Core Conservative Allocation ETF worth $6.41K as of Q3 2026.
  • iShares Core Conservative Allocation ETF was a new Horizons Wealth Management position in Q3 2026.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Horizons Wealth Management's portfolio in Q3 2026, its #143 holding.
  • Horizons Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q2 2022 and has held it in 17 quarters since.
  • Horizons Wealth Management's iShares Core Conservative Allocation ETF position peaked at $20K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.