Atria Wealth Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$596K	Buy	7,148 +2,354	+49%	+$184K	0.01%	837
2025 Q1	$367K	Hold	4,794	–	–	﹤0.01%	1368
2024 Q4	$367K	Sell	4,794 -8,255	-63%	-$647K	﹤0.01%	1425
2024 Q3	$1.03M	Sell	13,049 -1,708	-12%	-$130K	0.01%	906
2024 Q2	$1.1M	Buy	14,757 +199	+1%	+$14.5K	0.01%	854
2024 Q1	$1.07M	Buy	14,558 +882	+6%	+$62.2K	0.01%	879
2023 Q4	$944K	Buy	13,676 +4,135	+43%	+$269K	0.01%	884
2023 Q3	$606K	Sell	9,541 -172	-2%	-$11.3K	0.01%	1042
2023 Q2	$644K	Buy	9,713 +462	+5%	+$29.7K	0.01%	1041
2023 Q1	$588K	Sell	9,251 -369	-4%	-$23K	0.01%	1036
2022 Q4	$575K	Buy	9,620 +284	+3%	+$16.8K	0.01%	1001
2022 Q3	$518K	Buy	9,336 +364	+4%	+$22.1K	0.01%	1002
2022 Q2	$537K	Buy	8,972 +281	+3%	+$17.9K	0.01%	938
2022 Q1	$599K	Buy	+8,691	New	+$601K	0.01%	967