Boston Standard 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
Q3 | $764K | Buy |
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|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $533K | Sell |
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|
2024
Q4 | $556K | Buy |
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|
2024
Q3 | $562K | Sell |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $471K | Hold |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $420K | Sell |
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|
2020
Q4 | $424K | Sell |
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|
2020
Q3 | $398K | Sell |
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|
2020
Q2 | $384K | Sell |
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|
2020
Q1 | $327K | Buy |
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|
2019
Q4 | $411K | Sell |
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|
2019
Q3 | $390K | Sell |
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|
2019
Q2 | $428K | Buy |
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|
2019
Q1 | $416K | Sell |
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|
2018
Q4 | $386K | Buy |
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|
2018
Q3 | $444K | Buy |
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|
2018
Q1 | $403K | Buy |
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|
2017
Q4 | $396K | Sell |
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|
2017
Q3 | $424K | Buy |
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|
2017
Q2 | $407K | Sell |
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|
2017
Q1 | $459K | Sell |
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|
2016
Q4 | $484K | Buy |
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|
2016
Q3 | $476K | Buy |
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|
2016
Q2 | $456K | Buy |
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|
2016
Q1 | $444K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $386K | Buy |
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|
2015
Q2 | $399K | Buy |
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|
2015
Q1 | $392K | Buy |
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|
2014
Q4 | $336K | Buy |
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