Spinnaker Investment Group’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
Q4
$200K Buy
2022
Q2
Sell
2022
Q1
$222K Sell
2021
Q4
$290K Buy