Elevation Capital Advisory’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	$9.26M	Buy	+237,005	New	+$9.26M	3.71%	6
2024 Q4	–	Sell	-146,870	Closed	-$5.68M	–	54
2024 Q3	$5.68M	Buy	+146,870	New	+$5.68M	2.51%	19