Moneta Group Investment Advisors’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	$251K	Sell	3,010 -13	-0.4%	-$1.08K	﹤0.01%	611
2025 Q1	$231K	Buy	+3,023	New	+$231K	﹤0.01%	594
2019 Q1	–	Sell	-4,140	Closed	-$201K	–	256
2018 Q4	$201K	Buy	+4,140	New	+$201K	0.02%	197