Kestra Advisory Services’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
Q2 | $329K | Buy |
|
|||||
|
2025
Q1 | $308K | Sell |
|
|||||
|
2024
Q4 | $380K | Sell |
|
|||||
|
2024
Q3 | $465K | Sell |
|
|||||
|
2024
Q2 | $492K | Sell |
|
|||||
|
2024
Q1 | $492K | Sell |
|
|||||
|
2023
Q4 | $527K | Sell |
|
|||||
|
2023
Q3 | $542K | Sell |
|
|||||
|
2023
Q2 | $949K | Sell |
|
|||||
|
2023
Q1 | $1.1M | Sell |
|
|||||
|
2022
Q4 | $1.52M | Buy |
|
|||||
|
2022
Q3 | $1.12M | Buy |
|
|||||
|
2022
Q2 | $1.18M | Sell |
|
|||||
|
2022
Q1 | $1.33M | Buy |
|
|||||
|
2021
Q4 | $1.34M | Buy |
|
|||||
|
2021
Q3 | $1.17M | Buy |
|
|||||
|
2021
Q2 | $1.16M | Buy |
|
|||||
|
2021
Q1 | $930K | Sell |
|
|||||
|
2020
Q4 | $1.35M | Buy |
|
|||||
|
2020
Q3 | $996K | Buy |
|