Aquire Wealth Advisors’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 | $532K | Sell |
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|
2025
Q2 | $515K | Buy |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Buy |
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