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Mission Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Mission Wealth 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
2025
Q3 		$1.01M Buy
2025
Q2 		$361K Buy
2025
Q1 		$250K Buy
2022
Q3 		– Sell
2022
Q2 		$259K Buy
2022
Q1 		$297K Hold
2021
Q4 		$314K Buy
2021
Q3 		$298K Buy
2021
Q2 		$300K Buy
2021
Q1 		$284K Hold
2020
Q4 		$272K Buy