Westshore Wealth’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
$391K Hold
2025
Q1
$358K Buy
2024
Q4
$352K Buy
2024
Q3
$281K Sell
2024
Q2
$277K Buy