Wealth Forward LLC’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 | $674K | Sell |
17,252
-288
| -2% | -$11.3K | 0.45% | 20 |
|
|
2025
Q1 | $660K | Buy |
17,540
+1,238
| +8% | +$46.6K | 0.47% | 19 |
|
|
2024
Q4 | $608K | Sell |
16,302
-168
| -1% | -$6.27K | 0.43% | 19 |
|
|
2024
Q3 | $637K | Buy |
16,470
+82
| +0.5% | +$3.17K | 0.45% | 20 |
|
|
2024
Q2 | $605K | Buy |
16,388
+55
| +0.3% | +$2.03K | 0.47% | 20 |
|
|
2024
Q1 | $601K | Buy |
16,333
+120
| +0.7% | +$4.42K | 0.47% | 20 |
|
|
2023
Q4 | $586K | Buy |
+16,213
| New | +$586K | 0.5% | 20 |
|