Family 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 | $242K | Sell |
2,896
-186
| -6% | -$15.5K | 0.1% | 60 |
|
|
2025
Q1 | $236K | Buy |
3,082
+12
| +0.4% | +$918 | 0.11% | 46 |
|
|
2024
Q4 | $235K | Buy |
3,070
+24
| +0.8% | +$1.84K | 0.11% | 40 |
|
|
2024
Q3 | $240K | Buy |
3,046
+27
| +0.9% | +$2.13K | 0.12% | 40 |
|
|
2024
Q2 | $226K | Sell |
3,019
-485
| -14% | -$36.3K | 0.12% | 40 |
|
|
2024
Q1 | $257K | Sell |
3,504
-418
| -11% | -$30.7K | 0.15% | 40 |
|
|
2023
Q4 | $271K | Buy |
+3,922
| New | +$271K | 0.21% | 39 |
|