B. Riley Wealth Advisors’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
2024
Q3
Sell
-2,876
Closed -$215K 1268
2024
Q2
$215K Buy
+2,876
New +$215K 0.01% 1199
2024
Q1
Sell
-2,941
Closed -$203K 1452
2023
Q4
$203K Buy
+2,941
New +$203K 0.01% 1254