MPS Loria Financial Planners’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	$696K	Buy	8,343 +132	+2%	+$11K	0.2%	34
2025 Q1	$628K	Buy	8,211 +3,820	+87%	+$292K	0.19%	33
2024 Q4	$336K	Buy	+4,391	New	+$336K	0.1%	59