IWS
Integrity Wealth Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
6,384
+660
| +12% | +$55K | 0.26% | 72 |
|
|
2025
Q1 | $438K | Buy |
5,724
+274
| +5% | +$21K | 0.24% | 72 |
|
|
2024
Q4 | $418K | Buy |
5,450
+206
| +4% | +$15.8K | 0.23% | 68 |
|
|
2024
Q3 | $414K | Buy |
5,244
+433
| +9% | +$34.2K | 0.24% | 64 |
|
|
2024
Q2 | $360K | Buy |
4,811
+651
| +16% | +$48.7K | 0.23% | 66 |
|
|
2024
Q1 | $306K | Buy |
4,160
+29
| +0.7% | +$2.13K | 0.2% | 78 |
|
|
2023
Q4 | $285K | Buy |
+4,131
| New | +$285K | 0.2% | 76 |
|