Integrated Wealth Concepts’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 | $765K | Buy |
9,175
+92
| +1% | +$7.67K | 0.01% | 1055 |
|
|
2025
Q1 | $695K | Sell |
9,083
-868
| -9% | -$66.4K | 0.01% | 996 |
|
|
2024
Q4 | $762K | Buy |
9,951
+4,567
| +85% | +$350K | 0.01% | 941 |
|
|
2024
Q3 | $425K | Buy |
5,384
+90
| +2% | +$7.1K | 0.01% | 1162 |
|
|
2024
Q2 | $396K | Buy |
5,294
+163
| +3% | +$12.2K | 0.01% | 1160 |
|
|
2024
Q1 | $377K | Buy |
5,131
+130
| +3% | +$9.55K | 0.01% | 1189 |
|
|
2023
Q4 | $345K | Buy |
5,001
+660
| +15% | +$45.6K | 0.01% | 1189 |
|
|
2023
Q3 | $276K | Buy |
4,341
+271
| +7% | +$17.2K | ﹤0.01% | 1270 |
|
|
2023
Q2 | $270K | Buy |
+4,070
| New | +$270K | ﹤0.01% | 1276 |
|