Fortitude Family Office’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
Hold
0
-$4 2022
2025
Q1
Sell
-16,665
Closed -$622K 1143
2024
Q4
$622K Buy
+16,665
New +$622K 0.22% 66
2024
Q3
Hold
0
-$4 1204
2024
Q2
Hold
0
-$3 960
2024
Q1
Hold
0
-$3 967
2023
Q4
Hold
0
1006