Meridian 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 | $888K | Buy |
+10,652
| New | +$888K | 0.04% | 331 |
|
|
2025
Q1 | – | Sell |
-2,868
| Closed | -$220K | – | 622 |
|
|
2024
Q4 | $220K | Buy |
2,868
+10
| +0.3% | +$766 | 0.01% | 586 |
|
|
2024
Q3 | $225K | Buy |
+2,858
| New | +$225K | 0.01% | 589 |
|
|
2024
Q1 | – | Sell |
-3,979
| Closed | -$274K | – | 209 |
|
|
2023
Q4 | $274K | Sell |
3,979
-3,565
| -47% | -$246K | 0.02% | 514 |
|
|
2023
Q3 | $479K | Buy |
7,544
+3,833
| +103% | +$244K | 0.03% | 375 |
|
|
2023
Q2 | $246K | Buy |
+3,711
| New | +$246K | 0.02% | 477 |
|