GeoWealth 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
Q3 | $322K | Buy |
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|
2025
Q2 | $309K | Sell |
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|
2025
Q1 | $998K | Sell |
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|
2024
Q4 | $2.86M | Sell |
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|
2024
Q3 | $7.41M | Buy |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $5.55M | Sell |
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|
2023
Q4 | $8.45M | Buy |
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|
2023
Q3 | $2.65M | Sell |
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|
2023
Q2 | $4.2M | Sell |
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|
2023
Q1 | $4.63M | Buy |
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|
2022
Q4 | $3.7M | Buy |
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|
2022
Q3 | $2.81M | Buy |
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|
2022
Q2 | $2.71M | Sell |
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|
2022
Q1 | $3.04M | Buy |
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