Integrated Wealth Concepts’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Integrated Wealth Concepts’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 Q3	$888K	Buy
2025 Q2	$765K	Buy
2025 Q1	$695K	Sell
2024 Q4	$762K	Buy
2024 Q3	$425K	Buy
2024 Q2	$396K	Buy
2024 Q1	$377K	Buy
2023 Q4	$345K	Buy
2023 Q3	$276K	Buy
2023 Q2	$270K	Buy