Integrity Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$589K Sell
2025
Q2
$562K Sell
2025
Q1
$574K Sell
2024
Q4
$624K Sell
2024
Q3
$646K Sell
2024
Q2
$665K Sell
2024
Q1
$732K Sell
2023
Q4
$725K Sell
2023
Q3
$691K Sell
2023
Q2
$733K Sell
2023
Q1
$840K Sell
2022
Q4
$824K Sell
2022
Q3
$775K Sell
2022
Q2
$839K Buy
2022
Q1
$922K Buy
2021
Q4
$968K Buy