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Pineridge Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Pineridge Advisors’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
Q3 		$2.34K Hold
58
– – ﹤0.01% 362
2025
Q2 		$2.26K Buy
58
+1
+2% +$38 ﹤0.01% 405
2025
Q1 		$2.16K Hold
57
– – ﹤0.01% 406
2024
Q4 		$2.13K Buy
57
+1
+2% +$38 ﹤0.01% 475
2024
Q3 		$2.18K Hold
56
– – ﹤0.01% 442
2024
Q2 		$2.06K Buy
56
+1
+2% +$36 ﹤0.01% 473
2024
Q1 		$2.04K Sell
55
-5
-8% -$181 ﹤0.01% 464
2023
Q4 		$2.16K Buy
+60
New +$2.08K ﹤0.01% 612

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
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
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pineridge Advisors's AOK Position: Q3 2025 in Review

Pineridge Advisors held its iShares Core Conservative Allocation ETF (AOK) position steady in Q3 2025 at 58 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Pineridge Advisors first reported a position in AOK in Q4 2023 and has held it in 8 quarters since. 150 funds tracked by Wall St. Rank hold AOK as of Q3 2025.

  • Pineridge Advisors held 58 shares of iShares Core Conservative Allocation ETF worth $2.34K as of Q3 2025.
  • Pineridge Advisors left its iShares Core Conservative Allocation ETF share count unchanged in Q3 2025.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #362 holding.
  • Pineridge Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2023 and has held it in 8 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.