Silver Oak Securities’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 | $466K | Sell |
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|
2025
Q2 | $460K | Buy |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $2.18M | Buy |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $2.39M | Buy |
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