Atria Wealth Solutions’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
Q2 | $725K | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.45M | Buy |
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|
2022
Q1 | $995K | Buy |
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