Orion Portfolio Solutions’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
Q1 | $259K | Buy |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $256K | Sell |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $357K | Sell |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $342K | Hold |
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|
2021
Q1 | $332K | Hold |
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|
2020
Q4 | $333K | Sell |
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|
2020
Q3 | $336K | Buy |
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|
2020
Q2 | $269K | Buy |
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|
2020
Q1 | $6K | Buy |
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