MAI 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	$71.1K	Buy	853 +21	+3%	+$1.75K	﹤0.01%	1570
2025 Q1	$63.7K	Sell	832 -47	-5%	-$3.6K	﹤0.01%	1532
2024 Q4	$67.3K	Buy	+879	New	+$67.3K	﹤0.01%	1525