MML Investors Services
AOK icon

MML Investors Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

MML Investors Services’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 		$524K Buy
12,643
+4,816
+62% +$198K ﹤0.01% 2439
2026
Q1 		$312K Sell
7,827
-1,139
-13% -$46.2K ﹤0.01% 2530
2025
Q4 		$360K Sell
8,966
-764
-8% -$30.8K ﹤0.01% 2498
2025
Q3 		$391K Sell
9,730
-8,671
-47% -$342K ﹤0.01% 2331
2025
Q2 		$719K Buy
18,401
+10,169
+124% +$385K ﹤0.01% 1859
2025
Q1 		$310K Sell
8,232
-255
-3% -$9.61K ﹤0.01% 2285
2024
Q4 		$317K Buy
8,487
+282
+3% +$10.7K ﹤0.01% 2224
2024
Q3 		$317K Buy
8,205
+270
+3% +$10.2K ﹤0.01% 2142
2024
Q2 		$293K Sell
7,935
-1,718
-18% -$62.7K ﹤0.01% 2095
2024
Q1 		$355K Sell
9,653
-1,091
-10% -$39.5K ﹤0.01% 1997
2023
Q4 		$388K Sell
10,744
-176
-2% -$6.09K ﹤0.01% 1902
2023
Q3 		$371K Sell
10,920
-8,239
-43% -$287K ﹤0.01% 1801
2023
Q2 		$675K Buy
19,159
+9,277
+94% +$325K ﹤0.01% 1448
2023
Q1 		$345K Sell
9,882
-1,466
-13% -$50.7K ﹤0.01% 1603
2022
Q4 		$381K Sell
11,348
-397
-3% -$13.3K ﹤0.01% 1633
2022
Q3 		$383K Sell
11,745
-2,408
-17% -$83.5K ﹤0.01% 1559
2022
Q2 		$489K Sell
14,153
-1,441
-9% -$51.4K ﹤0.01% 1415
2022
Q1 		$587K Buy
15,594
+1,572
+11% +$60.3K ﹤0.01% 1367
2021
Q4 		$561K Sell
14,022
-1,421
-9% -$56.7K ﹤0.01% 1339
2021
Q3 		$610K Buy
15,443
+2,005
+15% +$80.3K ﹤0.01% 1251
2021
Q2 		$535K Buy
13,438
+1,228
+10% +$48.4K ﹤0.01% 1284
2021
Q1 		$472K Sell
12,210
-6,973
-36% -$270K ﹤0.01% 1292
2020
Q4 		$743K Sell
19,183
-10,423
-35% -$396K 0.01% 964
2020
Q3 		$1.1M Buy
29,606
+4,756
+19% +$177K 0.01% 736
2020
Q2 		$905K Buy
24,850
+5,740
+30% +$203K 0.01% 745
2020
Q1 		$646K Sell
19,110
-3,692
-16% -$132K 0.01% 767
2019
Q4 		$826K Buy
22,802
+5,542
+32% +$199K 0.01% 791
2019
Q3 		$615K Sell
17,260
-6,866
-28% -$243K 0.01% 869
2019
Q2 		$854K Buy
24,126
+2,503
+12% +$86.9K 0.01% 775
2019
Q1 		$746K Buy
21,623
+4,059
+23% +$137K 0.01% 828
2018
Q4 		$575K Buy
17,564
+6,062
+53% +$201K 0.01% 841
2018
Q3 		$393K Buy
11,502
+2,117
+23% +$72.2K 0.01% 1132
2018
Q2 		$319K Buy
9,385
+1,510
+19% +$51.4K 0.01% 1050
2018
Q1 		$270K Buy
7,875
+787
+11% +$27.1K 0.01% 1127
2017
Q4 		$246K Buy
7,088
+390
+6% +$13.5K ﹤0.01% 1195
2017
Q3 		$231K Sell
6,698
-885
-12% -$30.3K ﹤0.01% 1143
2017
Q2 		$258K Buy
+7,583
New +$256K 0.01% 1054

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
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
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

MML Investors Services's AOK Position: Q2 2026 in Review

MML Investors Services increased its iShares Core Conservative Allocation ETF (AOK) stake by 62% in Q2 2026, buying an estimated $198K and bringing the position to 12,643 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

MML Investors Services first reported a position in AOK in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.1M in Q3 2020. 109 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • MML Investors Services held 12,643 shares of iShares Core Conservative Allocation ETF worth $524K as of Q2 2026.
  • MML Investors Services bought 4,816 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $198K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2439 holding.
  • MML Investors Services first reported a position in iShares Core Conservative Allocation ETF in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's iShares Core Conservative Allocation ETF position peaked at $1.1M in Q3 2020.
  • 109 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.