BlueStem Wealth Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.42M	Sell	36,393 -1,076	-3%	-$42K	0.17%	43
2025 Q1	$1.41M	Sell	37,469 -1,034	-3%	-$38.9K	0.19%	40
2024 Q4	$1.44M	Buy	+38,503	New	+$1.44M	0.19%	43