Lane & Associates’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
Q1
$474K Buy
2024
Q4
$476K Sell
2024
Q3
$509K Sell
2024
Q2
$486K Buy
2024
Q1
$476K Buy
2023
Q4
$445K Buy
2023
Q3
$335K Buy
2023
Q2
$346K Sell
2023
Q1
$348K Buy
2022
Q4
$242K Buy