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Montgomery Financial Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Montgomery Financial 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 		$129K Buy
+3,108
New +$128K 0.11% 38

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
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return

Montgomery Financial Services's AOK Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2026: 3,108 shares worth $129K. The stake represents 0.11% of the portfolio and ranks #38 among its holdings.

179 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Montgomery Financial Services held 3,108 shares of iShares Core Conservative Allocation ETF worth $129K as of Q2 2026.
  • iShares Core Conservative Allocation ETF was a new Montgomery Financial Services position in Q2 2026.
  • iShares Core Conservative Allocation ETF made up 0.11% of Montgomery Financial Services's portfolio in Q2 2026, its #38 holding.
  • 179 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.