Prentice Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History
Bought
Maintained
Sold
Other funds holding AOK
SIS
ECA
CFP
CA
OCM
Prentice Wealth Management's AOK Position: Q2 2026 in Review
Prentice Wealth Management increased its iShares Core Conservative Allocation ETF (AOK) stake by 2.9% in Q2 2026, buying an estimated $6.49K and bringing the position to 5,675 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #113.
Prentice Wealth Management first reported a position in AOK in Q1 2025 and has held it in 5 quarters since. The position peaked at $289K in Q1 2025. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.
- Prentice Wealth Management held 5,675 shares of iShares Core Conservative Allocation ETF worth $235K as of Q2 2026.
- Prentice Wealth Management bought 158 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $6.49K.
- iShares Core Conservative Allocation ETF made up 0.05% of Prentice Wealth Management's portfolio in Q2 2026, its #113 holding.
- Prentice Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q1 2025 and has held it in 5 quarters since.
- Prentice Wealth Management's iShares Core Conservative Allocation ETF position peaked at $289K in Q1 2025.
- 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.
Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.