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Creekmur Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Creekmur Asset Management’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 		$4.14K Hold
47
– – ﹤0.01% 585
2025
Q2 		$3.89K Buy
47
+1
+2% +$78 ﹤0.01% 595
2025
Q1 		$3.55K Sell
46
-112
-71% -$8.73K ﹤0.01% 567
2024
Q4 		$12.1K Buy
158
+2
+1% +$157 ﹤0.01% 402
2024
Q3 		$12.3K Buy
156
+1
+0.6% +$76 ﹤0.01% 416
2024
Q2 		$11.6K Buy
155
+1
+0.6% +$73 ﹤0.01% 479
2024
Q1 		$11.3K Hold
154
– – ﹤0.01% 475
2023
Q4 		$10.7K Buy
+154
New +$10K ﹤0.01% 520

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