Wealth Enhancement Advisory Services’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
Q2
$3.77M Sell
2025
Q1
$4.63M Sell
2024
Q4
$4.8M Buy
2024
Q3
$2.67M Buy
2024
Q2
$2.42M Sell
2024
Q1
$2.77M Sell
2023
Q4
$3.14M Buy
2023
Q3
$2.77M Buy