GWN Securities’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
$429K Sell
5,123
-1,373
-21% -$115K 0.08% 236
2025
Q1
$497K Buy
6,496
+369
+6% +$28.2K 0.03% 460
2024
Q4
$474K Buy
+6,127
New +$474K 0.13% 161