Milestone Investment Advisors’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	$2.79K	Buy	33 +1	+3%	+$84	﹤0.01%	122
2025 Q1	$2.47K	Buy	32 +7	+28%	+$540	﹤0.01%	125
2024 Q4	$1.94K	Buy	25 +11	+79%	+$853	﹤0.01%	130
2024 Q3	$1.11K	Buy	14 +10	+250%	+$791	﹤0.01%	127
2024 Q2	$300	Buy	+4	New	+$300	﹤0.01%	132