Dakota Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Dakota Wealth Management’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$224K	Sell
2024 Q4	$239K	Sell
2024 Q3	$262K	Hold
2024 Q2	$250K	Sell
2024 Q1	$296K	Hold
2023 Q4	$290K	Hold
2023 Q3	$273K	Buy