Modera Wealth Management’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 | $646K | Hold |
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|
2025
Q1 | $622K | Sell |
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|
2024
Q4 | $690K | Buy |
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|
2024
Q3 | $636K | Buy |
|
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|
2024
Q2 | $605K | Sell |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $605K | Buy |
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|
2023
Q3 | $562K | Hold |
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|
2023
Q2 | $583K | Hold |
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|
2023
Q1 | $578K | Buy |
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|
2022
Q4 | $548K | Hold |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $559K | Hold |
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|
2022
Q1 | $609K | Hold |
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|
2021
Q4 | $647K | Hold |
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|
2021
Q3 | $638K | Buy |
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