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iShares S&P Conservative Allocatn Fd ETF shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $659k 16k 41.48

More positions owned by HPM Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Procter & Gamble Company (PG)
Eli Lilly & Co. (LLY)

View all positions for HPM Partners

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Strategic Investment Solutions
Elevation Capital Advisory
Curran Financial Partners
Cetera Investment Advisers
One Capital Management
Morgan Stanley
Cambridge Associates
Bank of America Corporation
Investment Advisory Group
Weaver Consulting Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Wells Fargo & Company

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