Aprio Wealth Management’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 | $249K | Buy |
2,991
+9
| +0.3% | +$751 | 0.03% | 337 |
|
|
2025
Q1 | $228K | Hold |
2,982
| – | – | 0.03% | 329 |
|
|
2024
Q4 | $228K | Buy |
2,982
+39
| +1% | +$2.99K | 0.03% | 276 |
|
|
2024
Q3 | $232K | Buy |
2,943
+21
| +0.7% | +$1.66K | 0.04% | 242 |
|
|
2024
Q2 | $219K | Buy |
2,922
+8
| +0.3% | +$598 | 0.04% | 230 |
|
|
2024
Q1 | $214K | Buy |
+2,914
| New | +$214K | 0.04% | 207 |
|
|
2022
Q1 | – | Sell |
-2,820
| Closed | -$205K | – | 85 |
|
|
2021
Q4 | $205K | Buy |
+2,820
| New | +$205K | 0.09% | 72 |
|