Capital Analysts LLC’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
$19K Buy
+225
New +$19K ﹤0.01% 1025
2015
Q1
Sell
-108
Closed -$5K 383
2014
Q4
$5K Buy
+108
New +$5K ﹤0.01% 370