SWP Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

SWP Financial’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$357K	Sell
2025 Q2	$347K	Hold
2025 Q1	$318K	Sell
2024 Q4	$379K	Sell
2024 Q3	$401K	Sell
2024 Q2	$382K	Sell
2024 Q1	$387K	Sell
2023 Q4	$368K	Buy