FIA
Foundations Investment Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
79,438
+3,553
| +5% | +$139K | 0.05% | 254 |
|
|
2025
Q1 | $2.86M | Buy |
75,885
+20,330
| +37% | +$765K | 0.05% | 253 |
|
|
2024
Q4 | $2.07M | Sell |
55,555
-10,929
| -16% | -$408K | 0.04% | 284 |
|
|
2024
Q3 | $2.57M | Buy |
66,484
+18,610
| +39% | +$719K | 0.05% | 238 |
|
|
2024
Q2 | $1.77M | Buy |
+47,874
| New | +$1.77M | 0.04% | 248 |
|
|
2019
Q3 | – | Sell |
-7,397
| Closed | -$262K | – | 132 |
|
|
2019
Q2 | $262K | Sell |
7,397
-3,270
| -31% | -$116K | 0.04% | 103 |
|
|
2019
Q1 | $368K | Buy |
10,667
+2,394
| +29% | +$82.6K | 0.06% | 71 |
|
|
2018
Q4 | $279K | Sell |
8,273
-133,610
| -94% | -$4.51M | 0.06% | 84 |
|
|
2018
Q3 | $4.85M | Buy |
141,883
+14,412
| +11% | +$493K | 1.18% | 16 |
|
|
2018
Q2 | $4.33M | Buy |
+127,471
| New | +$4.33M | 1.16% | 18 |
|