KFP
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KMG Fiduciary Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-35,038
Closed -$1.4M – 210
2026
Q1 		$1.4M Buy
35,038
+1,120
+3% +$45.4K 0.1% 152
2025
Q4 		$1.36M Buy
33,918
+585
+2% +$23.6K 0.1% 151
2025
Q3 		$1.34M Buy
33,333
+2,018
+6% +$79.5K 0.09% 169
2025
Q2 		$1.22M Buy
31,315
+2,608
+9% +$98.6K 0.09% 169
2025
Q1 		$1.08M Buy
+28,707
New +$1.08M 0.09% 175
2023
Q1 		– Sell
-24,172
Closed -$812K – 226
2022
Q4 		$812K Buy
+24,172
New +$810K 0.13% 134

Other funds holding AOK

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return