Cerity Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.47M Buy
2025
Q2
$2.33M Buy
2025
Q1
$2.14M Buy
2024
Q4
$2.13M Buy
2024
Q3
$2.17M Sell
2024
Q2
$2.11M Buy
2024
Q1
$2.07M Sell
2023
Q4
$1.98M Buy
2023
Q3
$1.76M Sell
2023
Q2
$1.89M Buy