Bartlett & Co Wealth Management’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 Q4	–	Sell	-130	Closed	-$10.3K	–	1125
2024 Q3	$10.3K	Buy	+130	New	+$10.3K	﹤0.01%	908
2024 Q1	–	Sell	-142	Closed	-$9.83K	–	1134
2023 Q4	$9.83K	Buy	+142	New	+$9.83K	﹤0.01%	1005