JWA
JFS Wealth Advisors’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 | $371K | Buy |
4,454
+202
| +5% | +$16.8K | 0.02% | 235 |
|
|
2025
Q1 | $325K | Sell |
4,252
-88
| -2% | -$6.73K | 0.02% | 249 |
|
|
2024
Q4 | $332K | Buy |
4,340
+13
| +0.3% | +$996 | 0.02% | 236 |
|
|
2024
Q3 | $341K | Sell |
4,327
-26
| -0.6% | -$2.05K | 0.02% | 237 |
|
|
2024
Q2 | $326K | Buy |
4,353
+94
| +2% | +$7.03K | 0.03% | 187 |
|
|
2024
Q1 | $313K | Buy |
4,259
+91
| +2% | +$6.69K | 0.02% | 198 |
|
|
2023
Q4 | $288K | Sell |
4,168
-2,918
| -41% | -$201K | 0.02% | 195 |
|
|
2023
Q3 | $450K | Buy |
7,086
+20
| +0.3% | +$1.27K | 0.04% | 154 |
|
|
2023
Q2 | $469K | Buy |
7,066
+202
| +3% | +$13.4K | 0.04% | 155 |
|
|
2023
Q1 | $436K | Sell |
6,864
-9
| -0.1% | -$572 | 0.04% | 155 |
|
|
2022
Q4 | $411K | Buy |
6,873
+37
| +0.5% | +$2.21K | 0.04% | 159 |
|
|
2022
Q3 | $379K | Buy |
6,836
+65
| +1% | +$3.6K | 0.04% | 164 |
|
|
2022
Q2 | $405K | Buy |
6,771
+185
| +3% | +$11.1K | 0.04% | 155 |
|
|
2022
Q1 | $454K | Hold |
6,586
| – | – | 0.04% | 165 |
|
|
2021
Q4 | $480K | Sell |
6,586
-259
| -4% | -$18.9K | 0.05% | 161 |
|
|
2021
Q3 | $478K | Sell |
6,845
-737
| -10% | -$51.5K | 0.05% | 151 |
|
|
2021
Q2 | $536K | Buy |
7,582
+2,516
| +50% | +$178K | 0.08% | 115 |
|
|
2021
Q1 | $339K | Buy |
5,066
+18
| +0.4% | +$1.21K | 0.07% | 118 |
|
|
2020
Q4 | $324K | Buy |
5,048
+13
| +0.3% | +$834 | 0.07% | 118 |
|
|
2020
Q3 | $292K | Buy |
5,035
+128
| +3% | +$7.42K | 0.07% | 113 |
|
|
2020
Q2 | $269K | Buy |
4,907
+233
| +5% | +$12.8K | 0.07% | 118 |
|
|
2020
Q1 | $222K | Hold |
4,674
| – | – | 0.07% | 120 |
|
|
2019
Q4 | $271K | Sell |
4,674
-4,181
| -47% | -$242K | 0.07% | 122 |
|
|
2019
Q3 | $486K | Buy |
8,855
+42
| +0.5% | +$2.31K | 0.12% | 94 |
|
|
2019
Q2 | $486K | Buy |
8,813
+113
| +1% | +$6.23K | 0.12% | 91 |
|
|
2019
Q1 | $466K | Buy |
8,700
+30
| +0.3% | +$1.61K | 0.12% | 91 |
|
|
2018
Q4 | $421K | Buy |
8,670
+909
| +12% | +$44.1K | 0.11% | 94 |
|
|
2018
Q3 | $424K | Buy |
7,761
+32
| +0.4% | +$1.75K | 0.11% | 100 |
|
|
2018
Q2 | $413K | Buy |
7,729
+415
| +6% | +$22.2K | 0.11% | 99 |
|
|
2018
Q1 | $391K | Buy |
7,314
+132
| +2% | +$7.06K | 0.1% | 103 |
|
|
2017
Q4 | $387K | Buy |
7,182
+10
| +0.1% | +$539 | 0.09% | 101 |
|
|
2017
Q3 | $384K | Buy |
7,172
+3
| +0% | +$161 | 0.1% | 98 |
|
|
2017
Q2 | $371K | Buy |
7,169
+264
| +4% | +$13.7K | 0.1% | 91 |
|
|
2017
Q1 | $326K | Hold |
6,905
| – | – | 0.09% | 101 |
|
|
2016
Q4 | $326K | Sell |
6,905
-77
| -1% | -$3.64K | 0.09% | 101 |
|
|
2016
Q3 | $331K | Sell |
6,982
-1,920
| -22% | -$91K | 0.09% | 100 |
|
|
2016
Q2 | $408K | Buy |
8,902
+1,962
| +28% | +$89.9K | 0.11% | 104 |
|
|
2016
Q1 | $314K | Buy |
6,940
+114
| +2% | +$5.16K | 0.09% | 104 |
|
|
2015
Q4 | $306K | Buy |
+6,826
| New | +$306K | 0.09% | 108 |
|