Sargent Bickham Lagudis’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
2022 Q4	$425K	Hold	7,112	–	–	0.03%	200
2022 Q3	$394K	Hold	7,112	–	–	0.04%	188
2022 Q2	$426K	Hold	7,112	–	–	0.04%	189
2022 Q1	$490K	Hold	7,112	–	–	0.04%	184
2021 Q4	$518K	Hold	7,112	–	–	0.04%	174
2021 Q3	$496K	Hold	7,112	–	–	0.04%	169
2021 Q2	$502K	Hold	7,112	–	–	0.04%	170
2021 Q1	$476K	Hold	7,112	–	–	0.04%	165
2020 Q4	$456K	Hold	7,112	–	–	0.04%	169
2020 Q3	$412K	Hold	7,112	–	–	0.04%	158
2020 Q2	$390K	Hold	7,112	–	–	0.04%	150
2020 Q1	$338K	Hold	7,112	–	–	0.04%	163
2019 Q4	$412K	Hold	7,112	–	–	0.05%	155
2019 Q3	$391K	Hold	7,112	–	–	0.05%	148
2019 Q2	$392K	Hold	7,112	–	–	0.05%	153
2019 Q1	$381K	Hold	7,112	–	–	0.04%	166
2018 Q4	$345K	Hold	7,112	–	–	0.04%	159
2018 Q3	$389K	Hold	7,112	–	–	0.05%	152
2018 Q2	$380K	Hold	7,112	–	–	0.05%	152
2018 Q1	$380K	Hold	7,112	–	–	0.05%	150
2017 Q4	$383K	Hold	7,112	–	–	0.05%	153
2017 Q3	$381K	Hold	7,112	–	–	0.05%	161
2017 Q2	$368K	Hold	7,112	–	–	0.05%	158
2017 Q1	$355K	Hold	7,112	–	–	0.05%	160
2016 Q4	$336K	Hold	7,112	–	–	0.05%	153
2016 Q3	$338	Hold	7,112	–	–	0.05%	156
2016 Q2	$326K	Hold	7,112	–	–	0.05%	160
2016 Q1	$322K	Buy	+7,112	New	+$322K	0.05%	161