Equitable Holdings’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 | $665K | Buy |
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|
2025
Q2 | $612K | Sell |
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|
2025
Q1 | $711K | Sell |
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|
2024
Q4 | $722K | Buy |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $340K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $248K | Sell |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q2 | $225K | Hold |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $232K | Buy |
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