Wealthspire Advisors (New York)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,165	Closed	-$237K	–	755
2024 Q2	$237K	Buy	3,165 +105	+3%	+$7.85K	﹤0.01%	587
2024 Q1	$225K	Sell	3,060 -750	-20%	-$55.1K	﹤0.01%	573
2023 Q4	$263K	Buy	+3,810	New	+$263K	﹤0.01%	555