High Net Worth Advisory Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.75M Buy
2023
Q1
Sell
2022
Q4
$33.6K Hold
2022
Q3
$33K Hold
2022
Q2
$35K Hold
2022
Q1
$38K Hold
2021
Q4
$40K Buy