Elevation Wealth Partners’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 | $105K | Buy |
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|
2025
Q2 | $98.4K | Buy |
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|
2025
Q1 | $90K | Hold |
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|
2024
Q4 | $90.1K | Buy |
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|
2024
Q3 | $91.6K | Buy |
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|
2024
Q2 | $86.2K | Buy |
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|
2024
Q1 | $84.4K | Buy |
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|
2023
Q4 | $72.1K | Hold |
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|
2023
Q3 | $72.1K | Sell |
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|
2023
Q2 | $108K | Buy |
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|
2023
Q1 | $103K | Buy |
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