Jones Financial Companies’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
$67.1K Buy
1,723
+897
+109% +$34.9K ﹤0.01% 2107
2025
Q1
$31K Buy
826
+184
+29% +$6.91K ﹤0.01% 2248
2024
Q4
$24K Buy
642
+541
+536% +$20.2K ﹤0.01% 2176
2024
Q3
$3.91K Buy
101
+1
+1% +$39 ﹤0.01% 2514
2024
Q2
$3.7K Buy
+100
New +$3.7K ﹤0.01% 2015