TRUE Private Wealth 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
Q2 | $445K | Hold |
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|
2025
Q1 | $428K | Hold |
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|
2024
Q4 | $424K | Hold |
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|
2024
Q3 | $440K | Hold |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $363K | Hold |
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|
2023
Q2 | $377K | Sell |
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|
2023
Q1 | $509K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $277K | Buy |
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