Archvest Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $463K | Sell |
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|
2025
Q2 | $4.03M | Sell |
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|
2025
Q1 | $3.89M | Sell |
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|
2024
Q4 | $4.21M | Buy |
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|
2024
Q3 | $3.99M | Buy |
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|
2024
Q2 | $3.79M | Buy |
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|
2024
Q1 | $3.19M | Buy |
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|
2023
Q4 | $3.14M | Sell |
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|
2023
Q3 | $3.54M | Sell |
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|
2023
Q2 | $3.88M | Buy |
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|
2023
Q1 | $3.73M | Buy |
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|
2022
Q4 | $3.41M | Buy |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q2 | $2.8M | Sell |
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|
2022
Q1 | $3.06M | Sell |
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|
2021
Q4 | $3.36M | Buy |
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