Columbia River Financial Group’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
$264K Buy
3,160
+160
+5% +$13.4K 0.17% 48
2025
Q1
$229K Buy
3,000
+16
+0.5% +$1.22K 0.15% 50
2024
Q4
$228K Buy
+2,984
New +$228K 0.16% 50