AllSquare 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
Q3 | $10.4K | Hold |
118
| – | – | 0.01% | 380 |
|
|
2025
Q2 | $9.84K | Hold |
118
| – | – | 0.01% | 381 |
|
|
2025
Q1 | $9.03K | Hold |
118
| – | – | 0.01% | 386 |
|
|
2024
Q4 | $9.04K | Hold |
118
| – | – | 0.01% | 386 |
|
|
2024
Q3 | $9.31K | Hold |
118
| – | – | 0.01% | 389 |
|
|
2024
Q2 | $8.82K | Hold |
118
| – | – | 0.01% | 388 |
|
|
2024
Q1 | $8.67K | Hold |
118
| – | – | 0.01% | 387 |
|
|
2023
Q4 | $8.15K | Hold |
118
| – | – | 0.01% | 390 |
|
|
2023
Q3 | $7.49K | Hold |
118
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $7.52K | Hold |
118
| – | – | ﹤0.01% | 409 |
|
|
2023
Q1 | $7.5K | Hold |
118
| – | – | ﹤0.01% | 404 |
|
|
2022
Q4 | $7.05K | Hold |
118
| – | – | ﹤0.01% | 392 |
|
|
2022
Q3 | $7K | Hold |
118
| – | – | 0.01% | 389 |
|
|
2022
Q2 | $7K | Hold |
118
| – | – | ﹤0.01% | 396 |
|
|
2022
Q1 | $8K | Hold |
118
| – | – | ﹤0.01% | 396 |
|
|
2021
Q4 | $9K | Hold |
118
| – | – | 0.01% | 388 |
|
|
2021
Q3 | $8K | Hold |
118
| – | – | ﹤0.01% | 384 |
|
|
2021
Q2 | $8K | Hold |
118
| – | – | ﹤0.01% | 400 |
|
|
2021
Q1 | $8K | Hold |
118
| – | – | ﹤0.01% | 397 |
|
|
2020
Q4 | $8K | Hold |
118
| – | – | 0.01% | 362 |
|
|
2020
Q3 | $7K | Hold |
118
| – | – | 0.01% | 357 |
|
|
2020
Q2 | $6K | Hold |
118
| – | – | ﹤0.01% | 372 |
|
|
2020
Q1 | $6K | Hold |
118
| – | – | 0.01% | 342 |
|
|
2019
Q4 | $7K | Hold |
118
| – | – | ﹤0.01% | 351 |
|
|
2019
Q3 | $6K | Hold |
118
| – | – | ﹤0.01% | 362 |
|
|
2019
Q2 | $7K | Hold |
118
| – | – | 0.01% | 362 |
|
|
2019
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 373 |
|
|
2018
Q4 | $6K | Hold |
118
| – | – | 0.01% | 361 |
|
|
2018
Q3 | $6K | Hold |
118
| – | – | ﹤0.01% | 385 |
|
|
2018
Q2 | $6K | Hold |
118
| – | – | ﹤0.01% | 384 |
|
|
2018
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 309 |
|
|
2017
Q4 | $6K | Hold |
118
| – | – | ﹤0.01% | 311 |
|
|
2017
Q3 | $6K | Buy |
+118
| New | +$6.2K | ﹤0.01% | 291 |
|
|
2017
Q2 | – | Sell |
-118
| Closed | -$6K | – | 177 |
|
|
2017
Q1 | $6K | Hold |
118
| – | – | 0.01% | 284 |
|
|
2016
Q4 | $6K | Hold |
118
| – | – | 0.01% | 259 |
|
|
2016
Q3 | $6K | Hold |
118
| – | – | 0.01% | 243 |
|
|
2016
Q2 | $5K | Hold |
118
| – | – | 0.01% | 242 |
|
|
2016
Q1 | $5K | Hold |
118
| – | – | 0.01% | 239 |
|
|
2015
Q4 | $5K | Hold |
118
| – | – | 0.01% | 237 |
|
|
2015
Q3 | $5K | Hold |
118
| – | – | 0.01% | 245 |
|
|
2015
Q2 | $6K | Hold |
118
| – | – | 0.01% | 256 |
|
|
2015
Q1 | $6K | Hold |
118
| – | – | 0.01% | 256 |
|
|
2014
Q4 | $5K | Buy |
+118
| New | +$5.42K | ﹤0.01% | 265 |
|
Other funds holding AOA
MFIM
JSA
FIA
WA
EIG
AllSquare Wealth Management's AOA Position: Q3 2025 in Review
AllSquare Wealth Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q3 2025 at 118 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #380.
AllSquare Wealth Management first reported a position in AOA in Q4 2014 and has held it in 43 quarters since. 374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.
- AllSquare Wealth Management held 118 shares of iShares Core 80/20 Aggressive Allocation ETF worth $10.4K as of Q3 2025.
- AllSquare Wealth Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q3 2025.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #380 holding.
- AllSquare Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and has held it in 43 quarters since.
- 374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.