Capital Investment 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
Q3 | – | Sell |
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|
2025
Q2 | $508 | Hold |
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|
2025
Q1 | $489 | Sell |
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|
2024
Q4 | $17.6K | Sell |
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|
2024
Q3 | $965K | Sell |
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|
2024
Q2 | $923K | Sell |
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|
2024
Q1 | $930K | Hold |
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|
2023
Q4 | $913K | Sell |
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|
2023
Q3 | $873K | Sell |
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|
2023
Q2 | $908K | Sell |
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|
2023
Q1 | $901K | Sell |
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|
2022
Q4 | $868K | Sell |
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|
2022
Q3 | $844K | Hold |
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|
2022
Q2 | $894K | Hold |
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|
2022
Q1 | $974K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $990K | Buy |
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|
2020
Q3 | $931K | Buy |
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