KMG Fiduciary Partners’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
$1.34M Buy
2025
Q2
$1.22M Buy
2025
Q1
$1.08M Buy
2023
Q1
Sell
2022
Q4
$812K Buy