Western 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 | $204K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $208K | Hold |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $483K | Hold |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $270K | Buy |
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