NewEdge Advisors’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 | $79.9K | Buy |
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|
2025
Q1 | $67.5K | Hold |
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|
2024
Q4 | $67K | Hold |
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|
2024
Q3 | $69.4K | Hold |
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|
2024
Q2 | $66.3K | Buy |
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|
2024
Q1 | $3.5K | Hold |
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|
2023
Q4 | $3.43K | Hold |
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|
2023
Q3 | $3.23K | Hold |
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|
2023
Q2 | $3.35K | Hold |
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|
2023
Q1 | $3.32K | Hold |
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|
2022
Q4 | $3 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3.21K | Buy |
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