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iShares S&P Conservative Allocatn Fd ETF shares owned by HFM Investment Advisors

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by HFM Investment Advisors from 13F filings

Historical chart of HFM Investment Advisors investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by HFM Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by HFM Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 577 40.14
2025-06-30 $22k 574 39.05
2025-03-31 $21k 565 37.61

More positions owned by HFM Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Johnson & Johnson (JNJ)
Ishares Tr Core 60/40 Balan (AOR)
Cisco Systems (CSCO)
Ge Aerospace Com New (GE)
Rockwell Automation (ROK)

View all positions for HFM Investment Advisors

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Morgan Stanley
Lido Advisors
Curran Financial Partners
Weaver Consulting Group
Investment Advisory Group
Cetera Investment Advisers
Wells Fargo & Company
Visionary Wealth Advisors
Cambridge Investment Research Advisors
Foundations Investment Advisors
Private Advisor
Legacy Capital Wealth Partners
David R. Rahn Inc. dba Avalon Capital Management

View all funds holding iShares S&P Conservative Allocatn Fd ETF