Integrity Financial’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
Q3
$195K Sell
2025
Q2
$212K Sell
2025
Q1
$228K Sell
2024
Q4
$230K Sell
2024
Q3
$258K Sell
2024
Q2
$251K Sell
2024
Q1
$256K Sell
2023
Q4
$280K Sell
2023
Q3
$290K Sell
2023
Q2
$333K Sell
2023
Q1
$389K Sell
2022
Q4
$459K Sell
2022
Q3
$465K Buy
2022
Q2
$488K Buy
2022
Q1
$484K Sell
2021
Q4
$584K Buy