Mather Group’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
Q3
$88.1K Buy
2025
Q2
Sell
2025
Q1
$77.9K Sell
2024
Q4
$151K Hold
2024
Q3
$156K Sell
2024
Q2
$149K Buy
2024
Q1
$65.9K Buy
2023
Q3
Sell
2023
Q2
$71.2K Buy