Avior Wealth Management’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 | $868K | Buy |
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|
2025
Q1 | $772K | Buy |
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|
2024
Q4 | $772K | Sell |
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|
2024
Q3 | $796K | Sell |
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $564K | Buy |
|
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $557K | Sell |
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|
2023
Q1 | $544K | Buy |
|
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|
2022
Q4 | $493K | Sell |
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|
2022
Q3 | $471K | Sell |
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|
2022
Q2 | $564K | Buy |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $888K | Sell |
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|
2021
Q3 | $863K | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $990K | Sell |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $1.16M | Buy |
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|
2019
Q1 | $1.12M | Buy |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $1.13M | Buy |
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|
2018
Q2 | $1.08M | Buy |
|
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $112K | Sell |
|
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|
2017
Q3 | $1.14M | Sell |
|
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|
2017
Q2 | $1.13M | Buy |
|
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|
2017
Q1 | $1.01M | Buy |
|
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|
2016
Q4 | $911K | Buy |
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|
2016
Q3 | $798K | Buy |
|
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|
2016
Q2 | $378K | Buy |
|
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|
2016
Q1 | $222K | Buy |
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|
2015
Q4 | $132K | Buy |
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|
2015
Q3 | $128K | Buy |
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|
2015
Q2 | $133K | Hold |
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|
2015
Q1 | $134K | Buy |
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|
2014
Q4 | $128K | Hold |
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|
2014
Q3 | $126K | Buy |
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|
2014
Q2 | $121K | Buy |
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|
2014
Q1 | $24K | Buy |
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