Forte Asset Management’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
$211K Buy
2024
Q1
Sell
2023
Q4
$568K Hold
2023
Q3
$523K Buy
2023
Q2
$496K Buy
2023
Q1
$472K Buy
2022
Q4
$441K Buy
2022
Q3
$405K Buy
2022
Q2
$433K Buy