Rothschild Investment LLC’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 | – | Sell |
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|
2025
Q1 | $1.12M | Hold |
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|
2024
Q4 | $1.11M | Hold |
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2024
Q3 | $1.15M | Hold |
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|
2024
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.09M | Hold |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.12M | Hold |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $1.16M | Hold |
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|
2022
Q4 | $1.11M | Hold |
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|
2022
Q3 | $1.08M | Hold |
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|
2022
Q2 | $1.14M | Hold |
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|
2022
Q1 | $1.25M | Hold |
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|
2021
Q4 | $1.32M | Hold |
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|
2021
Q3 | $1.31M | Hold |
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|
2021
Q2 | $1.32M | Hold |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $298K | Sell |
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|
2020
Q3 | $316K | Sell |
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|
2020
Q2 | $395K | Hold |
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|
2020
Q1 | $367K | Sell |
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|
2019
Q4 | $422K | Hold |
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|
2019
Q3 | $415K | Buy |
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