Elevation Wealth Partners’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 | $98.4K | Buy |
1,180
+4
| +0.3% | +$334 | 0.04% | 177 |
|
|
2025
Q1 | $90K | Hold |
1,176
| – | – | 0.04% | 180 |
|
|
2024
Q4 | $90.1K | Buy |
1,176
+15
| +1% | +$1.15K | 0.04% | 178 |
|
|
2024
Q3 | $91.6K | Buy |
1,161
+8
| +0.7% | +$631 | 0.04% | 173 |
|
|
2024
Q2 | $86.2K | Buy |
1,153
+4
| +0.3% | +$299 | 0.04% | 173 |
|
|
2024
Q1 | $84.4K | Buy |
1,149
+14
| +1% | +$1.03K | 0.04% | 175 |
|
|
2023
Q4 | $72.1K | Hold |
1,135
| – | – | 0.04% | 178 |
|
|
2023
Q3 | $72.1K | Sell |
1,135
-487
| -30% | -$30.9K | 0.06% | 120 |
|
|
2023
Q2 | $108K | Buy |
1,622
+4
| +0.2% | +$265 | 0.09% | 94 |
|
|
2023
Q1 | $103K | Buy |
+1,618
| New | +$103K | 0.09% | 99 |
|