Keebeck 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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $201K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $203K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $320K | Buy |
|
|||||
|
2023
Q3 | $258K | Buy |
|
|||||
|
2023
Q2 | $269K | Hold |
|
|||||
|
2023
Q1 | $258K | Sell |
|
|||||
|
2022
Q4 | $254K | Sell |
|
|||||
|
2022
Q3 | $379K | Sell |
|
|||||
|
2022
Q2 | $417K | Sell |
|
|||||
|
2022
Q1 | $708K | Buy |
|
|||||
|
2021
Q4 | $741K | Sell |
|
|||||
|
2021
Q3 | $829K | Sell |
|
|||||
|
2021
Q2 | $856K | Sell |
|
|||||
|
2021
Q1 | $830K | Buy |
|
|||||
|
2020
Q4 | $253K | Buy |
|