Legacy Wealth Management (Idaho)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio AOA Stock Details AOA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61.7K	Buy
2025 Q4	$60.4K	Sell
2025 Q3	$404K	Buy