Archvest Wealth Advisors’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 | $4.34M | Sell |
52,050
-624
| -1% | -$52K | 3.78% | 8 |
|
|
2025
Q1 | $4.03M | Sell |
52,674
-181
| -0.3% | -$13.8K | 3.33% | 11 |
|
|
2024
Q4 | $4.05M | Sell |
52,855
-836
| -2% | -$64K | 2.94% | 12 |
|
|
2024
Q3 | $4.24M | Buy |
53,691
+885
| +2% | +$69.8K | 2.69% | 9 |
|
|
2024
Q2 | $3.95M | Buy |
52,806
+7,417
| +16% | +$555K | 2.62% | 10 |
|
|
2024
Q1 | $3.32M | Buy |
45,389
+867
| +2% | +$63.5K | 2.35% | 11 |
|
|
2023
Q4 | $3.07M | Buy |
44,522
+1,177
| +3% | +$81.3K | 2.32% | 11 |
|
|
2023
Q3 | $2.75M | Buy |
43,345
+2,756
| +7% | +$175K | 2.24% | 12 |
|
|
2023
Q2 | $2.69M | Buy |
40,589
+1,739
| +4% | +$115K | 2.21% | 13 |
|
|
2023
Q1 | $2.47M | Sell |
38,850
-729
| -2% | -$46.4K | 2.19% | 13 |
|
|
2022
Q4 | $2.36M | Buy |
39,579
+6,076
| +18% | +$363K | 2.34% | 13 |
|
|
2022
Q3 | $1.86M | Buy |
33,503
+2,043
| +6% | +$113K | 1.9% | 13 |
|
|
2022
Q2 | $1.88M | Buy |
31,460
+480
| +2% | +$28.7K | 1.88% | 13 |
|
|
2022
Q1 | $2.14M | Sell |
30,980
-38
| -0.1% | -$2.62K | 1.93% | 13 |
|
|
2021
Q4 | $2.26M | Buy |
+31,018
| New | +$2.26M | 1.96% | 13 |
|