Lakeridge Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Lakeridge Wealth Management’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$530K	Sell
2024 Q4	$648K	Buy
2024 Q3	$670K	Sell
2024 Q2	$668K	Buy