Family Wealth Partners’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 Q1	–	Sell	-10,689	Closed	-$386K	–	42
2023 Q4	$386K	Buy	+10,689	New	+$386K	0.3%	36