AFS Financial Group’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
2024 Q1	–	Sell	-4,346	Closed	-$300K	–	22
2023 Q4	$300K	Buy	4,346 +1,163	+37%	+$80.3K	0.28%	46
2023 Q3	$202K	Buy	+3,183	New	+$202K	0.14%	92