Legacy Financial Group (Iowa)’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 | $373K | Buy |
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|
2025
Q3 | $343K | Sell |
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|
2025
Q2 | $335K | Buy |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $352K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $350K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $406K | Sell |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $697K | Buy |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $479K | Sell |
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|
2021
Q3 | $860K | Sell |
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|
2021
Q2 | $888K | Buy |
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|
2021
Q1 | $767K | Buy |
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|
2020
Q4 | $734K | Buy |
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