IMA Advisory Services’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	$267K	Buy	7,212 +291	+4%	+$10.8K	0.03%	161
2025 Q1	$247K	Buy	6,921 +45	+0.7%	+$1.6K	0.03%	164
2024 Q4	$243K	Buy	+6,876	New	+$243K	0.03%	164