CoreCap Advisors’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
$300K Buy
2025
Q2
$265K Buy
2025
Q1
$242K Buy
2024
Q4
$192K Buy
2024
Q3
$181K Buy
2024
Q2
Sell
2024
Q1
$198K Buy
2022
Q4
$155K Buy
2022
Q3
Sell
2022
Q2
$91K Buy
2022
Q1
Sell
2021
Q4
$109K Buy