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

Trajan 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
2025
Q2 		– Sell
-7,523
Closed -$576K – 145
2025
Q1 		$576K Buy
+7,523
New +$576K 0.03% 116