Prosperity Consulting Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
13,583
+170
| +1% | +$6.64K | 0.04% | 299 |
|
|
2025
Q1 | $505K | Sell |
13,413
-2,551
| -16% | -$96K | 0.04% | 300 |
|
|
2024
Q4 | $595K | Sell |
15,964
-291
| -2% | -$10.9K | 0.04% | 287 |
|
|
2024
Q3 | $628K | Buy |
16,255
+1,225
| +8% | +$47.4K | 0.05% | 284 |
|
|
2024
Q2 | $555K | Buy |
15,030
+3,433
| +30% | +$127K | 0.08% | 179 |
|
|
2024
Q1 | $427K | Buy |
11,597
+5,337
| +85% | +$197K | 0.05% | 230 |
|
|
2023
Q4 | $226K | Buy |
+6,260
| New | +$226K | 0.08% | 189 |
|