Salus Financial Advisors’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	$256K	Sell	3,068 -152	-5%	-$12.7K	0.17%	29
2025 Q1	$246K	Sell	3,220 -214	-6%	-$16.4K	0.19%	32
2024 Q4	$263K	Buy	+3,434	New	+$263K	0.21%	29