Clearstead Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Clearstead Advisors’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.46M	Sell
2025 Q2	$5.21M	Sell
2025 Q1	$4.83M	Buy
2024 Q4	$4.8M	Buy
2024 Q3	$4.71M	Buy
2024 Q2	$4.44M	Buy
2024 Q1	$11.7K	Buy