Worth Financial Advisory Group’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
$1.32M Sell
2025
Q1
$1.24M Buy
2024
Q4
$1.16M Buy
2024
Q3
$1.19M Sell
2024
Q2
$1.14M Buy
2024
Q1
$1.06M Sell
2023
Q4
$1.03M Buy
2023
Q3
$946K Buy
2023
Q2
$812K Buy
2023
Q1
$747K Buy
2022
Q4
$684K Buy