Well Done LLC’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
Q3
$369K Buy
2025
Q2
$331K Buy
2025
Q1
$257K Buy
2024
Q4
$252K Hold
2024
Q3
$252K Buy
2024
Q2
$228K Buy
2024
Q1
$214K Buy
2019
Q1
Sell
2018
Q4
$118K Buy
2018
Q2
Sell
2018
Q1
$41K Buy