Elios 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
2025 Q2	$407K	Buy	4,880 +293	+6%	+$24.4K	0.18%	94
2025 Q1	$351K	Buy	4,587 +518	+13%	+$39.6K	0.17%	92
2024 Q4	$312K	Buy	4,069 +633	+18%	+$48.5K	0.15%	94
2024 Q3	$271K	Buy	+3,436	New	+$271K	0.13%	102