GEN Financial Management’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	$659K	Sell	7,906 -3,257	-29%	-$272K	0.54%	27
2025 Q1	$854K	Sell	11,163 -1,924	-15%	-$147K	0.58%	19
2024 Q4	$1M	Buy	+13,087	New	+$1M	0.65%	18