WNY Asset 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
Q1
Sell
2024
Q4
$282K Sell
2024
Q3
$329K Sell
2024
Q2
$1.67M Sell
2024
Q1
$4.86M Sell
2023
Q4
$5.49M Buy
2023
Q3
$800K Sell
2023
Q2
$3.09M Sell
2023
Q1
$13.4M Buy
2022
Q4
$12M Buy