AllSquare Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

AllSquare Wealth Management’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	398
2021 Q1	$8K	Hold	118	–	–	﹤0.01%	395
2020 Q4	$8K	Hold	118	–	–	0.01%	361
2020 Q3	$7K	Hold	118	–	–	0.01%	354
2020 Q2	$6K	Hold	118	–	–	﹤0.01%	371
2020 Q1	$6K	Hold	118	–	–	0.01%	341
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	+$6K	﹤0.01%	291
2017 Q2	–	Sell	-118	Closed	-$6K	–	176
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	+$5K	﹤0.01%	265