Envestnet Asset Management’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 | $6.13M | Buy |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $25.2M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $458K | Sell |
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|
2023
Q4 | $7.68M | Buy |
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|
2023
Q3 | $942K | Buy |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $624K | Sell |
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | $6.13M | Buy |
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|
2022
Q2 | $4.11M | Buy |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $7.74M | Buy |
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|
2021
Q3 | $798K | Sell |
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|
2021
Q2 | $864K | Sell |
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|
2021
Q1 | $853K | Buy |
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|
2020
Q4 | $334K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $38K | Buy |
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|
2016
Q1 | $34K | Sell |
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|
2015
Q4 | $3.19M | Buy |
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|
2015
Q3 | $55K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2K | Buy |
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