Marion 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 | $595K | Sell |
7,130
-1,209
| -14% | -$101K | 0.15% | 87 |
|
|
2025
Q1 | $638K | Buy |
8,339
+860
| +11% | +$65.8K | 0.17% | 84 |
|
|
2024
Q4 | $573K | Buy |
7,479
+289
| +4% | +$22.1K | 0.15% | 88 |
|
|
2024
Q3 | $567K | Buy |
7,190
+218
| +3% | +$17.2K | 0.15% | 85 |
|
|
2024
Q2 | $521K | Buy |
6,972
+817
| +13% | +$61.1K | 0.15% | 89 |
|
|
2024
Q1 | $452K | Buy |
6,155
+662
| +12% | +$48.6K | 0.14% | 91 |
|
|
2023
Q4 | $379K | Buy |
5,493
+374
| +7% | +$25.8K | 0.12% | 96 |
|
|
2023
Q3 | $325K | Buy |
5,119
+256
| +5% | +$16.3K | 0.11% | 96 |
|
|
2023
Q2 | $323K | Buy |
4,863
+664
| +16% | +$44.1K | 0.11% | 90 |
|
|
2023
Q1 | $267K | Buy |
4,199
+485
| +13% | +$30.8K | 0.1% | 95 |
|
|
2022
Q4 | $222K | Buy |
+3,714
| New | +$222K | 0.09% | 98 |
|