Institute for Wealth Management’s Aaon AAON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$426K	Sell	5,782 -147	-2%	-$10.8K	0.05%	343
2025 Q1	$463K	Buy	+5,929	New	+$463K	0.06%	307