United Capital Financial Advisors’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 Q1	–	Sell	-41,898	Closed	-$1.56M	–	1057
2024 Q4	$1.56M	Buy	+41,898	New	+$1.56M	0.01%	467