ORG Partners’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
2025
Q1
Sell
-228
Closed -$17.6K 1409
2024
Q4
$17.6K Buy
228
+7
+3% +$541 ﹤0.01% 774
2024
Q3
$17.6K Buy
221
+4
+2% +$319 ﹤0.01% 700
2024
Q2
$16.3K Buy
+217
New +$16.3K ﹤0.01% 1141