Aprio Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Aprio Wealth Management’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 Q3	$2.77M	Buy	+68,759	New	+$2.82M	0.13%	121

Other funds holding AOK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $446M AUM 20.64% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Aprio Wealth Management's AOK Position: Q3 2026 in Review

Aprio Wealth Management opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q3 2026: 68,759 shares worth $2.77M. The stake represents 0.13% of the portfolio and ranks #121 among its holdings.

141 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

Aprio Wealth Management held 68,759 shares of iShares Core Conservative Allocation ETF worth $2.77M as of Q3 2026.
iShares Core Conservative Allocation ETF was a new Aprio Wealth Management position in Q3 2026.
iShares Core Conservative Allocation ETF made up 0.13% of Aprio Wealth Management's portfolio in Q3 2026, its #121 holding.
141 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.