CIBC Private Wealth Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.37K | Hold |
100
| – | – | ﹤0.01% | 2319 |
|
|
2025
Q1 | $6.97K | Hold |
100
| – | – | ﹤0.01% | 2355 |
|
|
2024
Q4 | $7.68K | Hold |
100
| – | – | ﹤0.01% | 2351 |
|
|
2024
Q3 | $7.89K | Hold |
100
| – | – | ﹤0.01% | 2469 |
|
|
2024
Q2 | $7.55K | Hold |
100
| – | – | ﹤0.01% | 2390 |
|
|
2024
Q1 | $7.32K | Buy |
+100
| New | +$7.32K | ﹤0.01% | 2391 |
|
|
2018
Q3 | – | Sell |
-1,260
| Closed | -$67K | – | 1005 |
|
|
2018
Q2 | $67K | Hold |
1,260
| – | – | ﹤0.01% | 1099 |
|
|
2018
Q1 | $67K | Hold |
1,260
| – | – | ﹤0.01% | 1093 |
|
|
2017
Q4 | $68K | Buy |
+1,260
| New | +$68K | ﹤0.01% | 1104 |
|