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Principal Securities’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,333
Closed -$53.5K – 1446
2025
Q3 		$53.5K Sell
1,333
-2,208
-62% -$87K ﹤0.01% 1916
2025
Q2 		$138K Buy
+3,541
New +$134K ﹤0.01% 1396

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Principal Securities's AOK Position: Q4 2025 in Review

Principal Securities sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2025, closing a stake of 1,333 shares — an estimated $53.5K sold.

Principal Securities first reported a position in AOK in Q2 2025 and held it in 2 quarters. The position peaked at $138K in Q2 2025. 166 funds tracked by Wall St. Rank hold AOK as of Q4 2025.

  • Principal Securities reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,333 iShares Core Conservative Allocation ETF shares in Q4 2025, an estimated $53.5K.
  • Principal Securities first reported a position in iShares Core Conservative Allocation ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's iShares Core Conservative Allocation ETF position peaked at $138K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.