MPS Loria Financial Planners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

MPS Loria Financial Planners’s Portfolio AOA Stock Details AOA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$762K	Buy
2025 Q2	$696K	Buy
2025 Q1	$628K	Buy
2024 Q4	$336K	Buy