BCGM 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 | $354K | Sell |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $333K | Buy |
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|
2024
Q3 | $337K | Buy |
|
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|
2024
Q2 | $310K | Buy |
|
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|
2024
Q1 | $299K | Sell |
|
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|
2023
Q4 | $489K | Buy |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $408K | Buy |
|
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|
2022
Q4 | $276K | Sell |
|
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $262K | Buy |
|