Activest Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6K | Hold |
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|
2025
Q1 | $38.2K | Hold |
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|
2024
Q4 | $38.2K | Hold |
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|
2024
Q3 | $39.4K | Hold |
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|
2024
Q2 | $37.3K | Hold |
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|
2024
Q1 | $36.7K | Hold |
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|
2023
Q4 | $34.5K | Hold |
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|
2023
Q3 | $31.7K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $31.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $34K | Hold |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $35K | Hold |
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|
2021
Q1 | $33K | Buy |
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