Pacific Capital Wealth Advisors’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	-524	Closed	-$40.1K	–	104
2024 Q4	$40.1K	Buy	524 +78	+17%	+$5.98K	0.01%	166
2024 Q3	$35.2K	Buy	446 +108	+32%	+$8.52K	0.01%	188
2024 Q2	$25.3K	Buy	+338	New	+$25.3K	﹤0.01%	207