USAdvisors 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 | $245K | Sell |
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|
2025
Q2 | $256K | Buy |
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|
2025
Q1 | $246K | Buy |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $256K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $614K | Sell |
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|
2021
Q4 | $873K | Sell |
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|
2021
Q3 | $6.71M | Buy |
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|
2021
Q2 | $6.06M | Sell |
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|
2021
Q1 | $6.61M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $1.16K | Buy |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $658K | Buy |
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|
2019
Q4 | $305K | Buy |
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