Frederick Financial Consultants’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	$430K	Buy	5,154 +778	+18%	+$64.9K	0.27%	55
2025 Q1	$335K	Sell	4,376 -197	-4%	-$15.1K	0.24%	62
2024 Q4	$350K	Buy	+4,573	New	+$350K	0.28%	53