EP Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
3,015
+39
| +1% | +$3.25K | ﹤0.01% | 1119 |
|
|
2025
Q1 | $228K | Hold |
2,976
| – | – | ﹤0.01% | 1066 |
|
|
2024
Q4 | $228K | Buy |
2,976
+38
| +1% | +$2.91K | ﹤0.01% | 1012 |
|
|
2024
Q3 | $232K | Buy |
2,938
+21
| +0.7% | +$1.66K | ﹤0.01% | 974 |
|
|
2024
Q2 | $218K | Buy |
2,917
+8
| +0.3% | +$598 | ﹤0.01% | 741 |
|
|
2024
Q1 | $214K | Buy |
2,909
+1
| +0% | +$73 | ﹤0.01% | 718 |
|
|
2023
Q4 | $201K | Buy |
2,908
+36
| +1% | +$2.49K | ﹤0.01% | 715 |
|
|
2023
Q3 | $182K | Buy |
+2,872
| New | +$182K | ﹤0.01% | 678 |
|