Topel & Distasi Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Topel & Distasi Wealth Management’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$600K	Buy
2025 Q2	$554K	Sell
2025 Q1	$525K	Buy
2024 Q4	$461K	Buy
2024 Q3	$370K	Buy
2024 Q2	$286K	Buy
2024 Q1	$257K	Buy
2023 Q4	$221K	Buy