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

Kelly Financial Group’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,083
Closed -$313K – 81
2024
Q4 		$313K Buy
+4,083
New +$313K 0.11% 56