Landmark Wealth Management (New York)’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 | $245K | Sell |
2,940
-219
| -7% | -$18.3K | 0.1% | 82 |
|
|
2025
Q1 | $242K | Sell |
3,159
-17
| -0.5% | -$1.3K | 0.11% | 73 |
|
|
2024
Q4 | $243K | Sell |
3,176
-208
| -6% | -$15.9K | 0.11% | 72 |
|
|
2024
Q3 | $267K | Buy |
+3,384
| New | +$267K | 0.12% | 70 |
|
|
2024
Q2 | – | Sell |
-3,764
| Closed | -$277K | – | 50 |
|
|
2024
Q1 | $277K | Sell |
3,764
-698
| -16% | -$51.4K | 0.13% | 65 |
|
|
2023
Q4 | $308K | Buy |
4,462
+304
| +7% | +$21K | 0.15% | 59 |
|
|
2023
Q3 | $264K | Buy |
+4,158
| New | +$264K | 0.15% | 62 |
|
|
2023
Q2 | – | Sell |
-4,283
| Closed | -$272K | – | 43 |
|
|
2023
Q1 | $272K | Sell |
4,283
-604
| -12% | -$38.4K | 0.15% | 63 |
|
|
2022
Q4 | $292K | Sell |
4,887
-326
| -6% | -$19.5K | 0.21% | 53 |
|
|
2022
Q3 | $289K | Buy |
+5,213
| New | +$289K | 0.22% | 54 |
|
|
2022
Q2 | – | Sell |
-10,562
| Closed | -$369K | – | 48 |
|
|
2022
Q1 | $369K | Buy |
+10,562
| New | +$369K | 0.19% | 56 |
|