J.W. Cole 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
Q4 | $1.38M | Sell |
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|
2025
Q3 | $1.41M | Sell |
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|
2025
Q2 | $1.6M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.66M | Sell |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $1.99M | Sell |
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|
2022
Q1 | $2.61M | Sell |
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|
2021
Q4 | $4.24M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.57M | Buy |
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|
2021
Q1 | $3.03M | Buy |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | $2.24M | Buy |
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|
2020
Q2 | $510K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.27M | Buy |
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