Harvest Investment Services’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
$339K Sell
4,061
-17
-0.4% -$1.42K 0.08% 240
2025
Q1
$312K Sell
4,078
-9
-0.2% -$688 0.09% 204
2024
Q4
$313K Buy
+4,087
New +$313K 0.08% 210