Secured Retirement Advisors’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
$378K Sell
2025
Q2
$366K Sell
2025
Q1
$352K Sell
2024
Q4
$356K Sell
2024
Q3
$374K Buy
2024
Q2
$349K Buy
2024
Q1
$332K Buy
2023
Q4
$273K Buy