Phillips Wealth 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 Q1	–	Sell	-3,265	Closed	-$247K	–	174
2024 Q4	$247K	Buy	+3,265	New	+$247K	0.25%	145