BCGM Wealth Management’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 | $354K | Sell |
4,247
-3
| -0.1% | -$250 | 0.1% | 123 |
|
|
2025
Q1 | $325K | Sell |
4,250
-94
| -2% | -$7.19K | 0.1% | 125 |
|
|
2024
Q4 | $333K | Buy |
4,344
+68
| +2% | +$5.21K | 0.11% | 121 |
|
|
2024
Q3 | $337K | Buy |
4,276
+131
| +3% | +$10.3K | 0.11% | 122 |
|
|
2024
Q2 | $310K | Buy |
4,145
+76
| +2% | +$5.68K | 0.11% | 121 |
|
|
2024
Q1 | $299K | Sell |
4,069
-3,012
| -43% | -$221K | 0.11% | 117 |
|
|
2023
Q4 | $489K | Buy |
7,081
+277
| +4% | +$19.1K | 0.2% | 79 |
|
|
2023
Q3 | $432K | Buy |
6,804
+240
| +4% | +$15.2K | 0.2% | 78 |
|
|
2023
Q2 | $435K | Buy |
6,564
+151
| +2% | +$10K | 0.19% | 76 |
|
|
2023
Q1 | $408K | Buy |
6,413
+1,795
| +39% | +$114K | 0.21% | 74 |
|
|
2022
Q4 | $276K | Sell |
4,618
-533
| -10% | -$31.8K | 0.13% | 94 |
|
|
2022
Q3 | $294K | Buy |
5,151
+484
| +10% | +$27.6K | 0.15% | 89 |
|
|
2022
Q2 | $294K | Buy |
4,667
+578
| +14% | +$36.4K | 0.15% | 86 |
|
|
2022
Q1 | $262K | Buy |
+4,089
| New | +$262K | 0.14% | 92 |
|