New Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

New Capital 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	$311K	Buy
2025 Q2	$291K	Buy
2025 Q1	$254K	Sell
2024 Q4	$266K	Hold
2024 Q3	$274K	Buy
2024 Q2	$256K	Buy
2024 Q1	$250K	Buy