Divergent Planning’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
Q4
$242K Buy
2022
Q3
Sell
2022
Q2
$269K Sell
2022
Q1
$300K Buy
2021
Q4
$316K Hold
2021
Q3
$312K Sell
2021
Q2
$353K Buy
2021
Q1
$249K Buy