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Prosperity Consulting Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Prosperity Consulting Group’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
Q2 		$609K Buy
14,688
+152
+1% +$6.24K 0.02% 355
2026
Q1 		$580K Buy
14,536
+43
+0.3% +$1.74K 0.03% 336
2025
Q4 		$582K Buy
14,493
+2,386
+20% +$96.3K 0.03% 337
2025
Q3 		$486K Sell
12,107
-1,476
-11% -$58.2K 0.02% 343
2025
Q2 		$531K Buy
13,583
+170
+1% +$6.43K 0.04% 299
2025
Q1 		$505K Sell
13,413
-2,551
-16% -$96.2K 0.04% 300
2024
Q4 		$595K Sell
15,964
-291
-2% -$11.1K 0.04% 287
2024
Q3 		$628K Buy
16,255
+1,225
+8% +$46.2K 0.05% 284
2024
Q2 		$555K Buy
15,030
+3,433
+30% +$125K 0.08% 179
2024
Q1 		$427K Buy
11,597
+5,337
+85% +$193K 0.05% 230
2023
Q4 		$226K Buy
+6,260
New +$217K 0.08% 189

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prosperity Consulting Group's AOK Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares Core Conservative Allocation ETF (AOK) stake by 1% in Q2 2026, buying an estimated $6.24K and bringing the position to 14,688 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #355.

Prosperity Consulting Group first reported a position in AOK in Q4 2023 and has held it in 11 quarters since. The position peaked at $628K in Q3 2024. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Prosperity Consulting Group held 14,688 shares of iShares Core Conservative Allocation ETF worth $609K as of Q2 2026.
  • Prosperity Consulting Group bought 152 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $6.24K.
  • iShares Core Conservative Allocation ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #355 holding.
  • Prosperity Consulting Group first reported a position in iShares Core Conservative Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • Prosperity Consulting Group's iShares Core Conservative Allocation ETF position peaked at $628K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.