Mission 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 | $361K | Buy |
4,327
+1,053
| +32% | +$87.8K | 0.01% | 524 |
|
|
2025
Q1 | $250K | Buy |
+3,274
| New | +$250K | 0.01% | 561 |
|
|
2022
Q3 | – | Sell |
-4,324
| Closed | -$259K | – | 478 |
|
|
2022
Q2 | $259K | Buy |
4,324
+10
| +0.2% | +$599 | 0.01% | 412 |
|
|
2022
Q1 | $297K | Hold |
4,314
| – | – | 0.01% | 406 |
|
|
2021
Q4 | $314K | Buy |
4,314
+43
| +1% | +$3.13K | 0.01% | 403 |
|
|
2021
Q3 | $298K | Buy |
4,271
+22
| +0.5% | +$1.54K | 0.02% | 389 |
|
|
2021
Q2 | $300K | Buy |
4,249
+7
| +0.2% | +$494 | 0.02% | 385 |
|
|
2021
Q1 | $284K | Hold |
4,242
| – | – | 0.02% | 373 |
|
|
2020
Q4 | $272K | Buy |
+4,242
| New | +$272K | 0.02% | 348 |
|