CarsonAllaria 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 | $123K | Sell |
1,471
-25
| -2% | -$2.09K | 0.07% | 96 |
|
|
2025
Q1 | $115K | Sell |
1,496
-68
| -4% | -$5.21K | 0.07% | 97 |
|
|
2024
Q4 | $120K | Sell |
1,564
-187
| -11% | -$14.3K | 0.07% | 93 |
|
|
2024
Q3 | $138K | Buy |
1,751
+335
| +24% | +$26.4K | 0.08% | 86 |
|
|
2024
Q2 | $106K | Buy |
1,416
+3
| +0.2% | +$224 | 0.06% | 94 |
|
|
2024
Q1 | $104K | Sell |
1,413
-166
| -11% | -$12.2K | 0.07% | 99 |
|
|
2023
Q4 | $109K | Buy |
1,579
+198
| +14% | +$13.7K | 0.08% | 83 |
|
|
2023
Q3 | $87.7K | Buy |
1,381
+204
| +17% | +$13K | 0.07% | 94 |
|
|
2023
Q2 | $78.1K | Sell |
1,177
-3
| -0.3% | -$199 | 0.06% | 95 |
|
|
2023
Q1 | $75.1K | Buy |
1,180
+243
| +26% | +$15.5K | 0.06% | 93 |
|
|
2022
Q4 | $56K | Sell |
937
-17
| -2% | -$1.02K | 0.05% | 105 |
|
|
2022
Q3 | $53K | Buy |
954
+6
| +0.6% | +$333 | 0.05% | 107 |
|
|
2022
Q2 | $57K | Sell |
948
-36
| -4% | -$2.17K | 0.05% | 102 |
|
|
2022
Q1 | $68K | Buy |
984
+10
| +1% | +$691 | 0.06% | 101 |
|
|
2021
Q4 | $71K | Buy |
+974
| New | +$71K | 0.06% | 101 |
|