Milestone Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Milestone Asset Management’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$376K	Sell	3,854 -50	-1%	-$4.77K	0.06%	207
2026 Q1	$346K	Buy	3,904 +182	+5%	+$16.6K	0.06%	191
2025 Q4	$333K	Buy	3,722 +278	+8%	+$24.8K	0.06%	175
2025 Q3	$304K	Sell	3,444 -32	-0.9%	-$2.73K	0.06%	189
2025 Q2	$290K	Buy	3,476 +80	+2%	+$6.26K	0.06%	178
2025 Q1	$260K	Buy	+3,396	New	+$265K	0.06%	193

Other funds holding AOA

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return