Steward Partners Investment Advisory’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 | $35.5K | Buy |
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|
2025
Q1 | $25.7K | Sell |
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|
2024
Q4 | $143K | Hold |
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|
2024
Q3 | $148K | Hold |
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|
2024
Q2 | $141K | Hold |
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|
2024
Q1 | $141K | Sell |
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|
2023
Q4 | $140K | Sell |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $133K | Hold |
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|
2023
Q1 | $132K | Buy |
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|
2022
Q4 | $55.9K | Sell |
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|
2022
Q3 | $663K | Buy |
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|
2022
Q2 | $57K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $403K | Buy |
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