Maia Wealth’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 | $683K | Buy |
8,195
+86
| +1% | +$7.17K | 0.13% | 163 |
|
|
2025
Q1 | $601K | Sell |
8,109
-571
| -7% | -$42.3K | 0.14% | 159 |
|
|
2024
Q4 | $679K | Buy |
8,680
+542
| +7% | +$42.4K | 0.15% | 134 |
|
|
2024
Q3 | $634K | Buy |
8,138
+263
| +3% | +$20.5K | 0.16% | 126 |
|
|
2024
Q2 | $601K | Buy |
+7,875
| New | +$601K | 0.18% | 107 |
|
|
2023
Q4 | $514K | Buy |
+7,447
| New | +$514K | 0.21% | 100 |
|