Choice Wealth Advisors’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 | $294K | Sell |
3,525
-3
| -0.1% | -$250 | 0.13% | 27 |
|
|
2025
Q1 | $270K | Buy |
3,528
+266
| +8% | +$20.3K | 0.14% | 26 |
|
|
2024
Q4 | $250K | Buy |
3,262
+71
| +2% | +$5.44K | 0.13% | 26 |
|
|
2024
Q3 | $252K | Sell |
3,191
-26
| -0.8% | -$2.05K | 0.13% | 25 |
|
|
2024
Q2 | $241K | Buy |
3,217
+140
| +5% | +$10.5K | 0.13% | 26 |
|
|
2024
Q1 | $226K | Buy |
+3,077
| New | +$226K | 0.14% | 24 |
|