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

Modera 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 Q2	$602K	Buy
2025 Q1	$530K	Buy
2024 Q4	$307K	Buy
2024 Q3	$315K	Buy
2024 Q2	$288K	Sell
2024 Q1	$294K	Sell
2023 Q4	$276K	Buy
2023 Q3	$247K	Buy