ABLE Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Buy
7,151
+1,038
+17% +$86.6K 0.14% 108
2025
Q1
$468K Buy
6,113
+925
+18% +$70.8K 0.13% 109
2024
Q4
$397K Buy
5,188
+648
+14% +$49.6K 0.12% 122
2024
Q3
$358K Buy
4,540
+21
+0.5% +$1.66K 0.11% 130
2024
Q2
$338K Buy
+4,519
New +$338K 0.12% 126