IMA Advisory Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History
Bought
Maintained
Sold
Other funds holding AOK
SIS
ECA
CFP
CA
OCM
IMA Advisory Services's AOK Position: Q2 2026 in Review
IMA Advisory Services increased its iShares Core Conservative Allocation ETF (AOK) stake by 138% in Q2 2026, buying an estimated $179K and bringing the position to 7,541 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #281.
IMA Advisory Services first reported a position in AOK in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.
- IMA Advisory Services held 7,541 shares of iShares Core Conservative Allocation ETF worth $313K as of Q2 2026.
- IMA Advisory Services bought 4,372 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $179K.
- iShares Core Conservative Allocation ETF made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #281 holding.
- IMA Advisory Services first reported a position in iShares Core Conservative Allocation ETF in Q4 2024 and has held it in 7 quarters since.
- 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.