Stifel Financial’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 | $1.61M | Buy |
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|
2025
Q2 | $977K | Buy |
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|
2025
Q1 | $930K | Sell |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $476K | Buy |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $778K | Buy |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $3.93M | Buy |
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|
2022
Q3 | $582K | Sell |
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|
2022
Q2 | $2.85M | Buy |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $664K | Buy |
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|
2021
Q2 | $635K | Buy |
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|
2021
Q1 | $609K | Buy |
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|
2020
Q4 | $591K | Sell |
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|
2020
Q3 | $601K | Sell |
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|
2020
Q2 | $607K | Buy |
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|
2020
Q1 | $518K | Sell |
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|
2019
Q4 | $614K | Buy |
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|
2019
Q3 | $533K | Buy |
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|
2019
Q2 | $529K | Buy |
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|
2019
Q1 | $503K | Sell |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $492K | Sell |
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|
2018
Q2 | $560K | Sell |
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|
2018
Q1 | $591K | Buy |
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|
2017
Q4 | $220K | Sell |
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|
2017
Q3 | $468K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $370K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $348K | Sell |
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|
2014
Q1 | $600K | Buy |
|