GeoWealth 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
Q3 | $6.43M | Sell |
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|
2025
Q2 | $7.11M | Buy |
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|
2025
Q1 | $6.26M | Sell |
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|
2024
Q4 | $9.79M | Buy |
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|
2024
Q3 | $6.61M | Sell |
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|
2024
Q2 | $15.9M | Buy |
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|
2024
Q1 | $9.09M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $738K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $728K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.49M | Buy |
|