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

Lakeridge 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
2025
Q2 		– Sell
-14,084
Closed -$530K – 151
2025
Q1 		$530K Sell
14,084
-3,287
-19% -$124K 0.27% 75
2024
Q4 		$648K Buy
17,371
+46
+0.3% +$1.75K 0.33% 56
2024
Q3 		$670K Sell
17,325
-774
-4% -$29.2K 0.37% 51
2024
Q2 		$668K Buy
+18,099
New +$660K 0.4% 49

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Lakeridge Wealth Management's AOK Position: Q2 2025 in Review

Lakeridge Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2025, closing a stake of 14,084 shares — an estimated $530K sold.

Lakeridge Wealth Management first reported a position in AOK in Q2 2024 and held it in 4 quarters. The position peaked at $670K in Q3 2024. 152 funds tracked by Wall St. Rank hold AOK as of Q2 2025.

  • Lakeridge Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 14,084 iShares Core Conservative Allocation ETF shares in Q2 2025, an estimated $530K.
  • Lakeridge Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q2 2024 and held it in 4 quarters.
  • Lakeridge Wealth Management's iShares Core Conservative Allocation ETF position peaked at $670K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2025.

Based on Lakeridge Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.