GeoWealth Management’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 | $7.11M | Buy |
85,197
+3,304
| +4% | +$276K | 0.28% | 45 |
|
|
2025
Q1 | $6.26M | Sell |
81,893
-45,917
| -36% | -$3.51M | 0.25% | 51 |
|
|
2024
Q4 | $9.79M | Buy |
127,810
+44,057
| +53% | +$3.38M | 0.32% | 58 |
|
|
2024
Q3 | $6.61M | Sell |
83,753
-129,229
| -61% | -$10.2M | 0.23% | 78 |
|
|
2024
Q2 | $15.9M | Buy |
212,982
+89,225
| +72% | +$6.67M | 0.69% | 27 |
|
|
2024
Q1 | $9.09M | Buy |
+123,757
| New | +$9.09M | 0.35% | 57 |
|
|
2023
Q3 | – | Sell |
-11,123
| Closed | -$738K | – | 485 |
|
|
2023
Q2 | $738K | Buy |
+11,123
| New | +$738K | 0.08% | 140 |
|
|
2022
Q2 | – | Sell |
-10,564
| Closed | -$728K | – | 334 |
|
|
2022
Q1 | $728K | Buy |
+10,564
| New | +$728K | 0.06% | 172 |
|
|
2021
Q4 | – | Sell |
-21,391
| Closed | -$1.49M | – | 377 |
|
|
2021
Q3 | $1.49M | Buy |
+21,391
| New | +$1.49M | 0.12% | 134 |
|