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SageView Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

SageView Advisory Group’s Portfolio AOA Stock Details AOA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$26.1K Buy
2024
Q1 		– Sell
2023
Q4 		$273K Buy
2023
Q3 		$238K Sell
2023
Q2 		$260K Buy
2023
Q1 		$247K Buy
2022
Q4 		$208K Buy