Jones Financial Companies’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
2026
Q1
$597K Buy
15,180
+6,528
+75% +$265K ﹤0.01% 1953
2025
Q4
$347K Buy
8,652
+6,297
+267% +$254K ﹤0.01% 1664
2025
Q3
$94.2K Buy
2,355
+632
+37% +$24.9K ﹤0.01% 2109
2025
Q2
$67.1K Buy
1,723
+897
+109% +$33.9K ﹤0.01% 2107
2025
Q1
$31K Buy
826
+184
+29% +$6.94K ﹤0.01% 2248
2024
Q4
$24K Buy
642
+541
+536% +$20.6K ﹤0.01% 2176
2024
Q3
$3.91K Buy
101
+1
+1% +$38 ﹤0.01% 2514
2024
Q2
$3.7K Buy
+100
New +$3.65K ﹤0.01% 2015

Other funds holding AOK