Consilium Wealth Advisory’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 | $5.76M | Buy |
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|
2025
Q2 | $5.39M | Buy |
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|
2025
Q1 | $4.85M | Buy |
|
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|
2024
Q4 | $4.52M | Sell |
|
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|
2024
Q3 | $4.66M | Buy |
|
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|
2024
Q2 | $4.34M | Sell |
|
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|
2024
Q1 | $4.28M | Buy |
|
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|
2023
Q4 | $3.97M | Buy |
|
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|
2023
Q3 | $3.48M | Sell |
|
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|
2023
Q2 | $3.68M | Buy |
|
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|
2023
Q1 | $3.17M | Buy |
|
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|
2022
Q4 | $2.85M | Sell |
|
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|
2022
Q3 | $2.86M | Buy |
|
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|
2022
Q2 | $2.84M | Sell |
|
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|
2022
Q1 | $5.8M | Sell |
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|
2021
Q4 | $6.66M | Buy |
|