Iron Horse 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 | $6.01K | Hold |
72
| – | – | ﹤0.01% | 352 |
|
|
2025
Q1 | $5.51K | Hold |
72
| – | – | ﹤0.01% | 344 |
|
|
2024
Q4 | $5.52K | Hold |
72
| – | – | ﹤0.01% | 295 |
|
|
2024
Q3 | $5.68K | Hold |
72
| – | – | ﹤0.01% | 290 |
|
|
2024
Q2 | $5.38K | Hold |
72
| – | – | ﹤0.01% | 265 |
|
|
2024
Q1 | $5.29K | Hold |
72
| – | – | ﹤0.01% | 249 |
|
|
2023
Q4 | $4.97K | Hold |
72
| – | – | ﹤0.01% | 259 |
|
|
2023
Q3 | $4.57K | Hold |
72
| – | – | ﹤0.01% | 274 |
|
|
2023
Q2 | $4.78K | Hold |
72
| – | – | ﹤0.01% | 189 |
|
|
2023
Q1 | $4.58K | Hold |
72
| – | – | ﹤0.01% | 208 |
|
|
2022
Q4 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 159 |
|
|
2022
Q3 | – | Sell |
-72
| Closed | -$4K | – | 140 |
|
|
2022
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 153 |
|
|
2022
Q1 | $5K | Hold |
72
| – | – | ﹤0.01% | 156 |
|
|
2021
Q4 | $5K | Hold |
72
| – | – | ﹤0.01% | 139 |
|
|
2021
Q3 | $5K | Hold |
72
| – | – | ﹤0.01% | 132 |
|
|
2021
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 140 |
|
|
2021
Q1 | $5K | Hold |
72
| – | – | ﹤0.01% | 132 |
|
|
2020
Q4 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 127 |
|