RTD Financial 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
Q3 | $369K | Buy |
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|
2025
Q2 | $355K | Buy |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $328K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $381K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $555K | Buy |
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|
2021
Q4 | $578K | Buy |
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