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

REDW Wealth’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,665
Closed -$644K – 108
2024
Q3 		$644K Hold
16,665
– – 0.17% 75
2024
Q2 		$615K Hold
16,665
– – 0.16% 76
2024
Q1 		$614K Hold
16,665
– – 0.17% 75
2023
Q4 		$602K Buy
+16,665
New +$602K 0.17% 70