Marion 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
Q3 | $621K | Sell |
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|
2025
Q2 | $595K | Sell |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $567K | Buy |
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|
2024
Q2 | $521K | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $222K | Buy |
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