AWM
Activest Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6K | Hold |
499
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $38.2K | Hold |
499
| – | – | 0.01% | 217 |
|
|
2024
Q4 | $38.2K | Hold |
499
| – | – | 0.01% | 196 |
|
|
2024
Q3 | $39.4K | Hold |
499
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $37.3K | Hold |
499
| – | – | 0.01% | 196 |
|
|
2024
Q1 | $36.7K | Hold |
499
| – | – | 0.02% | 133 |
|
|
2023
Q4 | $34.5K | Hold |
499
| – | – | 0.02% | 115 |
|
|
2023
Q3 | $31.7K | Buy |
+499
| New | +$31.7K | 0.02% | 115 |
|
|
2023
Q2 | – | Sell |
-499
| Closed | -$31.4K | – | 296 |
|
|
2023
Q1 | $31.4K | Buy |
+499
| New | +$31.4K | 0.02% | 105 |
|
|
2022
Q3 | – | Sell |
-499
| Closed | -$30K | – | 446 |
|
|
2022
Q2 | $30K | Hold |
499
| – | – | 0.02% | 125 |
|
|
2022
Q1 | $34K | Hold |
499
| – | – | 0.02% | 124 |
|
|
2021
Q4 | $36K | Hold |
499
| – | – | 0.02% | 124 |
|
|
2021
Q3 | $35K | Hold |
499
| – | – | 0.02% | 129 |
|
|
2021
Q2 | $35K | Hold |
499
| – | – | 0.03% | 115 |
|
|
2021
Q1 | $33K | Buy |
+499
| New | +$33K | 0.03% | 122 |
|