Wealth Enhancement Advisory Services’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
$222K Sell
5,694
-6,455
-53% -$251K ﹤0.01% 2882
2025
Q1
$457K Sell
12,149
-2,316
-16% -$87.2K ﹤0.01% 2119
2024
Q4
$540K Buy
+14,465
New +$540K ﹤0.01% 1921