Valley Financial Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Valley Financial Group’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	$486K	Sell
2025 Q1	$481K	Sell
2024 Q4	$521K	Sell
2024 Q3	$583K	Sell
2024 Q2	$571K	Sell
2024 Q1	$584K	Sell
2023 Q4	$589K	Buy