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Capital A Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Capital A Wealth Management’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$221K Sell
2,891
-4,361
-60% -$334K 0.23% 58
2024
Q4 		$556K Buy
+7,252
New +$556K 0.92% 25