Moss Adams Wealth Advisors’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 | $242K | Buy |
6,189
+30
| +0.5% | +$1.17K | 0.02% | 225 |
|
|
2025
Q1 | $232K | Buy |
6,159
+63
| +1% | +$2.37K | 0.02% | 187 |
|
|
2024
Q4 | $227K | Buy |
6,096
+28
| +0.5% | +$1.04K | 0.02% | 181 |
|
|
2024
Q3 | $235K | Buy |
6,068
+70
| +1% | +$2.71K | 0.03% | 176 |
|
|
2024
Q2 | $221K | Hold |
5,998
| – | – | 0.03% | 158 |
|
|
2024
Q1 | $221K | Buy |
5,998
+78
| +1% | +$2.87K | 0.04% | 137 |
|
|
2023
Q4 | $214K | Buy |
+5,920
| New | +$214K | 0.04% | 113 |
|