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

Wealthspire Advisors (New York)’s Portfolio AOA Stock Details AOA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$168K	Buy
2024 Q3	–	Sell
2024 Q2	$237K	Buy
2024 Q1	$225K	Sell
2023 Q4	$263K	Buy