Consilium Wealth Advisory’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 | $1.49M | Buy |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $2.62M | Buy |
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|
2023
Q2 | $2.4M | Buy |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $258K | Buy |
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