Marcum Wealth’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 Q1	–	Sell	-4,916	Closed	-$377K	–	406
2024 Q4	$377K	Buy	+4,916	New	+$377K	0.03%	241
2024 Q1	–	Sell	-4,307	Closed	-$297K	–	398
2023 Q4	$297K	Buy	+4,307	New	+$297K	0.03%	255