Kingsview 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 | $576K | Buy |
6,911
+288
| +4% | +$24K | 0.01% | 724 |
|
|
2025
Q1 | $507K | Buy |
6,623
+177
| +3% | +$13.5K | 0.01% | 721 |
|
|
2024
Q4 | $494K | Sell |
6,446
-60
| -0.9% | -$4.6K | 0.01% | 743 |
|
|
2024
Q3 | $513K | Buy |
6,506
+297
| +5% | +$23.4K | 0.01% | 712 |
|
|
2024
Q2 | $464K | Buy |
6,209
+464
| +8% | +$34.7K | 0.01% | 703 |
|
|
2024
Q1 | $422K | Buy |
5,745
+83
| +1% | +$6.1K | 0.01% | 713 |
|
|
2023
Q4 | $391K | Sell |
5,662
-1,784
| -24% | -$123K | 0.01% | 693 |
|
|
2023
Q3 | $473K | Buy |
7,446
+397
| +6% | +$25.2K | 0.02% | 626 |
|
|
2023
Q2 | $468K | Buy |
7,049
+2,591
| +58% | +$172K | 0.02% | 611 |
|
|
2023
Q1 | $283K | Buy |
4,458
+346
| +8% | +$22K | 0.01% | 726 |
|
|
2022
Q4 | $246K | Buy |
4,112
+360
| +10% | +$21.5K | 0.01% | 733 |
|
|
2022
Q3 | $208K | Sell |
3,752
-71
| -2% | -$3.94K | 0.01% | 751 |
|
|
2022
Q2 | $229K | Buy |
3,823
+444
| +13% | +$26.6K | 0.01% | 731 |
|
|
2022
Q1 | $233K | Buy |
3,379
+92
| +3% | +$6.34K | 0.01% | 775 |
|
|
2021
Q4 | $239K | Buy |
+3,287
| New | +$239K | 0.01% | 798 |
|