Atria Wealth Solutions’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
Q2 | $596K | Buy |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $367K | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $944K | Buy |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $644K | Buy |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $537K | Buy |
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|
2022
Q1 | $599K | Buy |
|