DWM
AOK icon

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

Diversify Wealth Management’s Portfolio AOK Stock Details AOK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,824
Closed -$215K – 511
2024
Q4 		$215K Sell
5,824
-15
-0.3% -$554 0.02% 483
2024
Q3 		$221K Buy
+5,839
New +$221K 0.02% 442