Modern Wealth Management’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
2024 Q3	–	Sell	-3,693	Closed	-$276K	–	436
2024 Q2	$276K	Hold	3,693	–	–	0.02%	325
2024 Q1	$271K	Buy	+3,693	New	+$271K	0.03%	251