Insight Wealth Partners’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 | $378K | Hold |
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|
2025
Q2 | $367K | Hold |
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|
2025
Q1 | $354K | Hold |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $239K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $217K | Buy |
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