BA
Bellwether Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2K | Buy |
646
+35
| +6% | +$1.37K | ﹤0.01% | 277 |
|
|
2025
Q1 | $23K | Buy |
611
+34
| +6% | +$1.28K | ﹤0.01% | 265 |
|
|
2024
Q4 | $21.5K | Buy |
+577
| New | +$21.5K | ﹤0.01% | 278 |
|
|
2023
Q2 | – | Sell |
-279
| Closed | -$9.75K | – | 106 |
|
|
2023
Q1 | $9.75K | Buy |
279
+39
| +16% | +$1.36K | ﹤0.01% | 277 |
|
|
2022
Q4 | $8.07K | Buy |
240
+66
| +38% | +$2.22K | ﹤0.01% | 280 |
|
|
2022
Q3 | $5K | Buy |
174
+41
| +31% | +$1.18K | ﹤0.01% | 316 |
|
|
2022
Q2 | $4K | Buy |
133
+55
| +71% | +$1.65K | ﹤0.01% | 288 |
|
|
2022
Q1 | $2K | Buy |
78
+67
| +609% | +$1.72K | ﹤0.01% | 439 |
|
|
2021
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 561 |
|