Westshore Wealth’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	$391K	Hold	4,683	–	–	0.15%	59
2025 Q1	$358K	Buy	4,683 +92	+2%	+$7.04K	0.15%	61
2024 Q4	$352K	Buy	4,591 +1,024	+29%	+$78.4K	0.14%	60
2024 Q3	$281K	Sell	3,567 -141	-4%	-$11.1K	0.12%	69
2024 Q2	$277K	Buy	+3,708	New	+$277K	0.12%	70