Syverson Strege & Co’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
2026 Q1	$1.64M	Sell	18,543 -1,545	-8%	-$141K	0.39%	28
2025 Q4	$1.8M	Sell	20,088 -1,690	-8%	-$150K	0.43%	29
2025 Q3	$1.92M	Sell	21,778 -915	-4%	-$77.9K	0.46%	25
2025 Q2	$1.89M	Sell	22,693 -1,128	-5%	-$88.2K	0.45%	24
2025 Q1	$1.82M	Sell	23,821 -398	-2%	-$31K	0.59%	18
2024 Q4	$1.86M	Buy	24,219 +468	+2%	+$36.7K	0.62%	17
2024 Q3	$1.87M	Sell	23,751 -2,685	-10%	-$204K	0.63%	16
2024 Q2	$1.98M	Sell	26,436 -85	-0.3%	-$6.21K	0.67%	16
2024 Q1	$1.95M	Buy	26,521 +385	+1%	+$27.2K	0.7%	16
2023 Q4	$1.8M	Buy	26,136 +455	+2%	+$29.7K	0.7%	17
2023 Q3	$1.63M	Buy	25,681 +2,333	+10%	+$153K	0.73%	15
2023 Q2	$1.55M	Buy	23,348 +487	+2%	+$31.3K	0.66%	16
2023 Q1	$1.45M	Sell	22,861 -1,510	-6%	-$94.3K	0.62%	16
2022 Q4	$1.46M	Buy	24,371 +2,129	+10%	+$126K	0.66%	17
2022 Q3	$1.23M	Buy	22,242 +691	+3%	+$42K	0.63%	18
2022 Q2	$1.29M	Sell	21,551 -38	-0.2%	-$2.42K	0.47%	24
2022 Q1	$1.49M	Buy	21,589 +2,501	+13%	+$173K	1.62%	12
2021 Q4	$1.39M	Buy	19,088 +531	+3%	+$38.3K	1.03%	16
2021 Q3	$1.29M	Sell	18,557 -69	-0.4%	-$4.91K	1.03%	16
2021 Q2	$1.32M	Buy	18,626 +1,608	+9%	+$112K	1.17%	14
2021 Q1	$1.14M	Buy	17,018 +1,934	+13%	+$128K	1.18%	14
2020 Q4	$968K	Buy	+15,084	New	+$922K	0.92%	17