Fiduciary 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
$251K Buy
3,008
+51
+2% +$4.25K 0.05% 256
2025
Q1
$214K Buy
2,957
+53
+2% +$3.84K 0.05% 268
2024
Q4
$220K Buy
+2,904
New +$220K 0.05% 256