LMKC
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L.M. Kohn & Company’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

L.M. Kohn & Company’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
Q2 		$272K Buy
3,256
+221
+7% +$18.4K 0.07% 222
2025
Q1 		$232K Buy
+3,035
New +$232K 0.06% 240