Cornerstone 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 | $459K | Buy |
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|
2025
Q2 | $424K | Buy |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $424K | Hold |
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|
2024
Q2 | $402K | Buy |
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|
2024
Q1 | $393K | Sell |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $354K | Buy |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $412K | Buy |
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|
2021
Q3 | $393K | Sell |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $387K | Sell |
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|
2020
Q4 | $634K | Sell |
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|
2020
Q3 | $845K | Sell |
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|
2020
Q2 | $840K | Sell |
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|
2020
Q1 | $826K | Sell |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.02M | Buy |
|
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|
2019
Q2 | $837K | Buy |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $889K | Sell |
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|
2018
Q3 | $9.89M | Sell |
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|
2018
Q2 | $19M | Buy |
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|
2018
Q1 | $660K | Buy |
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|
2017
Q4 | $561K | Buy |
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|
2017
Q3 | $538K | Buy |
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|
2017
Q2 | $484K | Buy |
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|
2017
Q1 | $440K | Buy |
|