GW & Wade’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
2023 Q4	$364K	Buy	+5,270	New	+$364K	0.01%	327
2023 Q3	–	Sell	-3,105	Closed	-$206K	–	404
2023 Q2	$206K	Buy	+3,105	New	+$206K	0.01%	363