Root Financial Partners’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	$465K	Buy	5,572 +1,300	+30%	+$108K	0.04%	129
2025 Q1	$327K	Buy	4,272 +33	+0.8%	+$2.52K	0.03%	145
2024 Q4	$325K	Sell	4,239 -469	-10%	-$35.9K	0.04%	149
2024 Q3	$372K	Buy	+4,708	New	+$372K	0.06%	109