WealthPlan Investment 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
2023 Q1	–	Sell	-7,964	Closed	-$509K	–	447
2022 Q4	$509K	Buy	7,964 +2,729	+52%	+$174K	0.04%	252
2022 Q3	$321K	Buy	+5,235	New	+$321K	0.02%	294
2022 Q1	$380K	Buy	+5,943	New	+$380K	0.03%	281