Kingsview 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 | $576K | Buy |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $513K | Buy |
|
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|
2024
Q2 | $464K | Buy |
|
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|
2024
Q1 | $422K | Buy |
|
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $473K | Buy |
|
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $239K | Buy |
|