Ellenbecker Investment Group’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
2024 Q4	–	Sell	-6,418	Closed	-$248K	–	114
2024 Q3	$248K	Sell	6,418 -10	-0.2%	-$387	0.05%	101
2024 Q2	$237K	Buy	+6,428	New	+$237K	0.05%	104