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SVB Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

SVB Wealth’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18,280
Closed -$1.16M – 932
2023
Q1 		$1.16M Hold
18,280
– – 0.02% 346
2022
Q4 		$1.09M Hold
18,280
– – 0.01% 380
2022
Q3 		$1.01M Hold
18,280
– – 0.01% 364
2022
Q2 		$1.1M Buy
+18,280
New +$1.1M 0.02% 306