Mission 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
Q4 | $825K | Sell |
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|
2025
Q3 | $1.01M | Buy |
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|
2025
Q2 | $361K | Buy |
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|
2025
Q1 | $250K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $259K | Buy |
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|
2022
Q1 | $297K | Hold |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $272K | Buy |
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