WhitTier Trust Company’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
2025
Q1
Sell
-361
Closed -$27.7K 1420
2024
Q4
$27.7K Hold
361
﹤0.01% 874
2024
Q3
$28.5K Buy
+361
New +$28.5K ﹤0.01% 874