Saxony Capital Management’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	$1.09M	Buy	13,047 +9,224	+241%	+$769K	0.83%	35
2025 Q1	$292K	Sell	3,823 -272	-7%	-$20.8K	0.26%	82
2024 Q4	$314K	Buy	4,095 +552	+16%	+$42.3K	0.28%	86
2024 Q3	$280K	Buy	+3,543	New	+$280K	0.26%	96