Win 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
Q2
$8.58M Buy
+219,617
New +$8.58M 4.14% 9
2024
Q1
Sell
-316,595
Closed -$11.4M 58
2023
Q4
$11.4M Buy
+316,595
New +$11.4M 5.19% 9