Spire Wealth Management’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 | $286K | Hold |
|
|||||
|
2025
Q2 | $278K | Hold |
|
|||||
|
2025
Q1 | $268K | Sell |
|
|||||
|
2024
Q4 | $365K | Hold |
|
|||||
|
2024
Q3 | $378K | Hold |
|
|||||
|
2024
Q2 | $361K | Sell |
|
|||||
|
2024
Q1 | $399K | Sell |
|
|||||
|
2023
Q4 | $427K | Sell |
|
|||||
|
2023
Q3 | $533K | Sell |
|
|||||
|
2023
Q2 | $864K | Hold |
|
|||||
|
2023
Q1 | $857K | Buy |
|
|||||
|
2022
Q4 | $306K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $2.47M | Buy |
|
|||||
|
2022
Q1 | $2.06M | Buy |
|
|||||
|
2021
Q4 | $2.18M | Hold |
|
|||||
|
2021
Q3 | $2.15M | Sell |
|
|||||
|
2021
Q2 | $2.36M | Sell |
|
|||||
|
2021
Q1 | $998K | Buy |
|