TD Private Client Wealth’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
$29K Buy
+743
New +$29K ﹤0.01% 933
2025
Q1
Sell
-394
Closed -$14.7K 1418
2024
Q4
$14.7K Buy
+394
New +$14.7K ﹤0.01% 1015