Concurrent Investment 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	$946K	Buy	+11,337	New	+$946K	0.02%	607
2025 Q1	–	Sell	-4,014	Closed	-$308K	–	1198
2024 Q4	$308K	Sell	4,014 -27	-0.7%	-$2.07K	0.01%	809
2024 Q3	$319K	Buy	4,041 +612	+18%	+$48.3K	0.01%	751
2024 Q2	$256K	Buy	+3,429	New	+$256K	0.01%	779