Modera 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 | $602K | Buy |
7,220
+289
| +4% | +$24.1K | 0.01% | 413 |
|
|
2025
Q1 | $530K | Buy |
6,931
+2,930
| +73% | +$224K | 0.01% | 419 |
|
|
2024
Q4 | $307K | Buy |
4,001
+13
| +0.3% | +$996 | ﹤0.01% | 513 |
|
|
2024
Q3 | $315K | Buy |
3,988
+136
| +4% | +$10.7K | ﹤0.01% | 481 |
|
|
2024
Q2 | $288K | Sell |
3,852
-149
| -4% | -$11.1K | ﹤0.01% | 484 |
|
|
2024
Q1 | $294K | Sell |
4,001
-2
| -0% | -$147 | ﹤0.01% | 485 |
|
|
2023
Q4 | $276K | Buy |
4,003
+114
| +3% | +$7.87K | ﹤0.01% | 484 |
|
|
2023
Q3 | $247K | Buy |
+3,889
| New | +$247K | ﹤0.01% | 487 |
|