CarsonAllaria 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 | – | Sell |
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|
2025
Q2 | $123K | Sell |
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|
2025
Q1 | $115K | Sell |
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|
2024
Q4 | $120K | Sell |
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|
2024
Q3 | $138K | Buy |
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|
2024
Q2 | $106K | Buy |
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|
2024
Q1 | $104K | Sell |
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|
2023
Q4 | $109K | Buy |
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|
2023
Q3 | $87.7K | Buy |
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|
2023
Q2 | $78.1K | Sell |
|
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|
2023
Q1 | $75.1K | Buy |
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|
2022
Q4 | $56K | Sell |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | $57K | Sell |
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|
2022
Q1 | $68K | Buy |
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|
2021
Q4 | $71K | Buy |
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