O'Donnell Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.88M Buy
2025
Q2
$2.5M Buy
2025
Q1
$2.12M Buy
2024
Q4
$2.02M Buy
2024
Q3
$2.04M Buy
2024
Q2
$1.87M Buy
2024
Q1
$1.58M Buy
2023
Q4
$1.46M Buy