AWA
Aquire Wealth Advisors’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 | $515K | Buy |
6,170
+414
| +7% | +$34.5K | 0.14% | 30 |
|
|
2025
Q1 | $440K | Buy |
5,756
+192
| +3% | +$14.7K | 0.14% | 34 |
|
|
2024
Q4 | $426K | Buy |
5,564
+267
| +5% | +$20.5K | 0.13% | 34 |
|
|
2024
Q3 | $418K | Buy |
5,297
+209
| +4% | +$16.5K | 0.13% | 34 |
|
|
2024
Q2 | $380K | Buy |
5,088
+274
| +6% | +$20.5K | 0.13% | 33 |
|
|
2024
Q1 | $354K | Buy |
4,814
+246
| +5% | +$18.1K | 0.12% | 36 |
|
|
2023
Q4 | $315K | Buy |
4,568
+483
| +12% | +$33.4K | 0.12% | 33 |
|
|
2023
Q3 | $259K | Buy |
4,085
+43
| +1% | +$2.73K | 0.11% | 34 |
|
|
2023
Q2 | $268K | Buy |
4,042
+475
| +13% | +$31.5K | 0.11% | 33 |
|
|
2023
Q1 | $227K | Buy |
3,567
+174
| +5% | +$11.1K | 0.1% | 33 |
|
|
2022
Q4 | $203K | Buy |
+3,393
| New | +$203K | 0.1% | 33 |
|
|
2022
Q1 | – | Sell |
-2,777
| Closed | -$202K | – | 49 |
|
|
2021
Q4 | $202K | Buy |
+2,777
| New | +$202K | 0.11% | 38 |
|