Creative Financial Designs’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 | $583K | Buy |
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|
2025
Q2 | $355K | Buy |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $354K | Buy |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $520K | Sell |
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|
2021
Q4 | $665K | Buy |
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|
2021
Q3 | $588K | Sell |
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|
2021
Q2 | $693K | Sell |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $425K | Buy |
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|
2020
Q3 | $406K | Buy |
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|
2020
Q2 | $293K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $16K | Buy |
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|
2019
Q2 | – | Hold |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $7K | Buy |
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