Avantax Advisory Services’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	$430K	Buy	5,150 +9	+0.2%	+$751	﹤0.01%	1678
2025 Q1	$393K	Buy	+5,141	New	+$393K	﹤0.01%	1669
2020 Q4	–	Sell	-3,666	Closed	-$212K	–	950
2020 Q3	$212K	Buy	+3,666	New	+$212K	﹤0.01%	1204