Elevation Capital Advisory’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 Q2	–	Sell	-40,679	Closed	-$3.11M	–	57
2025 Q1	$3.11M	Sell	40,679 -1,805	-4%	-$138K	1.36%	26
2024 Q4	$3.25M	Buy	+42,484	New	+$3.25M	1.39%	23
2024 Q3	–	Sell	-43,267	Closed	-$3.24M	–	57
2024 Q2	$3.24M	Buy	+43,267	New	+$3.24M	1.48%	26