Insight Wealth Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
9,401
| – | – | 0.14% | 77 |
|
|
2025
Q1 | $354K | Hold |
9,401
| – | – | 0.06% | 77 |
|
|
2024
Q4 | $351K | Hold |
9,401
| – | – | 0.05% | 72 |
|
|
2024
Q3 | $363K | Buy |
9,401
+2,931
| +45% | +$113K | 0.07% | 75 |
|
|
2024
Q2 | $239K | Hold |
6,470
| – | – | 0.04% | 81 |
|
|
2024
Q1 | $238K | Hold |
6,470
| – | – | 0.04% | 76 |
|
|
2023
Q4 | $234K | Hold |
6,470
| – | – | 0.04% | 67 |
|
|
2023
Q3 | $220K | Hold |
6,470
| – | – | 0.04% | 64 |
|
|
2023
Q2 | $228K | Hold |
6,470
| – | – | 0.05% | 64 |
|
|
2023
Q1 | $226K | Hold |
6,470
| – | – | 0.05% | 55 |
|
|
2022
Q4 | $217K | Buy |
+6,470
| New | +$217K | 0.16% | 52 |
|