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High Net Worth Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

High Net Worth Advisory Group’s Portfolio AOA Stock Details AOA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$466K Buy
2023
Q1 		– Sell
2022
Q4 		$54.6K Buy
2022
Q3 		$50K Buy
2022
Q2 		$54K Sell
2022
Q1 		$66K Hold
2021
Q4 		$70K Buy