Wealth Forward LLC’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Wealth Forward LLC’s Portfolio AOK Stock Details AOK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$609K	Sell
2025 Q4	$618K	Sell
2025 Q3	$674K	Sell
2025 Q2	$674K	Sell
2025 Q1	$660K	Buy
2024 Q4	$608K	Sell
2024 Q3	$637K	Buy
2024 Q2	$605K	Buy
2024 Q1	$601K	Buy
2023 Q4	$586K	Buy