Avantax Advisory Services’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
$319K Buy
2025
Q1
$213K Buy
2023
Q4
Sell
2023
Q3
$381K Buy
2023
Q2
$386K Sell
2023
Q1
$390K Buy
2022
Q4
$374K Buy
2022
Q1
Sell
2021
Q4
$551K Buy