Icon Wealth Advisors’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
2024 Q1	–	Sell	-1,599	Closed	-$110K	–	464
2023 Q4	$110K	Buy	+1,599	New	+$110K	0.01%	413