EPG 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
Q2 | – | Sell |
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|
2025
Q1 | $30.6K | Hold |
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|
2024
Q4 | $30.6K | Hold |
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|
2024
Q3 | $31.6K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $29.4K | Hold |
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|
2023
Q4 | $27.8K | Hold |
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|
2023
Q3 | $25.4K | Hold |
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|
2023
Q2 | $26.5K | Hold |
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|
2023
Q1 | $25.4K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $42K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $28K | Hold |
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|
2019
Q4 | $35K | Buy |
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