Iron Horse Wealth 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
Q2 | $6K | Hold |
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|
2025
Q1 | $5.51K | Hold |
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|
2024
Q4 | $5.52K | Hold |
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|
2024
Q3 | $5.68K | Hold |
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|
2024
Q2 | $5.38K | Hold |
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|
2024
Q1 | $5.29K | Hold |
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|
2023
Q4 | $4.97K | Hold |
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|
2023
Q3 | $4.57K | Hold |
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|
2023
Q2 | $4.78K | Hold |
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|
2023
Q1 | $4.58K | Hold |
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|
2022
Q4 | $4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Buy |
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