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Essential Planning’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Essential Planning’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-73,855
Closed -$5.78M – 90
2024
Q4 		$5.78M Buy
+73,855
New +$5.78M 0.04% 109