Equita Financial Network’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	-2,740	Closed	-$210K	–	87
2024 Q4	$210K	Sell	2,740 -1,702	-38%	-$130K	0.08%	80
2024 Q3	$351K	Buy	+4,442	New	+$351K	0.13%	61