Klingman & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Klingman & Associates’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$639K	Hold
2025 Q2	$605K	Buy
2025 Q1	$465K	Hold
2024 Q4	$466K	Buy
2024 Q3	$442K	Hold
2024 Q2	$419K	Hold
2024 Q1	$412K	Hold
2023 Q4	$387K	Hold
2023 Q3	$356K	Buy