Sagespring Wealth 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	$1.18M	Buy	14,096 +38	+0.3%	+$3.17K	0.03%	257
2025 Q1	$1.08M	Buy	14,058 +100	+0.7%	+$7.65K	0.03%	235
2024 Q4	$1.07M	Buy	+13,958	New	+$1.07M	0.03%	207