Kowal Investment Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,354	Closed	-$232K	–	179
2023 Q4	$232K	Buy	+3,354	New	+$232K	0.05%	150
2023 Q1	–	Sell	-17,682	Closed	-$1.06M	–	155
2022 Q4	$1.06M	Buy	+17,682	New	+$1.06M	0.32%	40