Lazari Capital Management’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
2025
Q2
Sell
-2,846
Closed -$218K 156
2025
Q1
$218K Hold
2,846
0.09% 133
2024
Q4
$218K Sell
2,846
-210
-7% -$16.1K 0.09% 131
2024
Q3
$241K Buy
+3,056
New +$241K 0.1% 129