Foundations Investment Advisors’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 | $3.1M | Buy |
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|
2025
Q1 | $2.86M | Buy |
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|
2024
Q4 | $2.07M | Sell |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $1.77M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $262K | Sell |
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|
2019
Q1 | $368K | Buy |
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|
2018
Q4 | $279K | Sell |
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|
2018
Q3 | $4.85M | Buy |
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|
2018
Q2 | $4.33M | Buy |
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