Centerline 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
2025
Q2
$1.38M Buy
16,525
+1,483
+10% +$124K 0.68% 23
2025
Q1
$1.15M Buy
15,042
+1,217
+9% +$93.1K 0.69% 19
2024
Q4
$1.06M Buy
+13,825
New +$1.06M 0.62% 19