BlueStem Wealth Partners’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
$1.13M Hold
13,599
0.14% 47
2025
Q1
$1.04M Sell
13,599
-309
-2% -$23.6K 0.14% 44
2024
Q4
$1.07M Buy
+13,908
New +$1.07M 0.14% 44