National Wealth Management Group’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 | $322K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $213K | Sell |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $325K | Hold |
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $309K | Hold |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $317K | Hold |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $435K | Sell |
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|
2021
Q4 | $557K | Buy |
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