HB Wealth 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 | $326K | Buy |
3,908
+37
| +1% | +$3.09K | ﹤0.01% | 891 |
|
|
2025
Q1 | $296K | Buy |
3,871
+195
| +5% | +$14.9K | ﹤0.01% | 958 |
|
|
2024
Q4 | $282K | Sell |
3,676
-390
| -10% | -$29.9K | ﹤0.01% | 827 |
|
|
2024
Q3 | $321K | Buy |
4,066
+760
| +23% | +$60K | ﹤0.01% | 730 |
|
|
2024
Q2 | $247K | Buy |
3,306
+261
| +9% | +$19.5K | ﹤0.01% | 764 |
|
|
2024
Q1 | $224K | Buy |
3,045
+129
| +4% | +$9.48K | ﹤0.01% | 760 |
|
|
2023
Q4 | $201K | Buy |
+2,916
| New | +$201K | ﹤0.01% | 743 |
|