Moss Adams Wealth Advisors’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 | $849K | Buy |
10,184
+1,777
| +21% | +$148K | 0.08% | 91 |
|
|
2025
Q1 | $643K | Buy |
8,407
+2,940
| +54% | +$225K | 0.07% | 94 |
|
|
2024
Q4 | $419K | Buy |
5,467
+122
| +2% | +$9.35K | 0.04% | 116 |
|
|
2024
Q3 | $422K | Buy |
5,345
+779
| +17% | +$61.5K | 0.05% | 107 |
|
|
2024
Q2 | $341K | Hold |
4,566
| – | – | 0.05% | 106 |
|
|
2024
Q1 | $335K | Buy |
4,566
+997
| +28% | +$73.2K | 0.05% | 101 |
|
|
2023
Q4 | $246K | Buy |
3,569
+68
| +2% | +$4.7K | 0.05% | 102 |
|
|
2023
Q3 | $222K | Buy |
+3,501
| New | +$222K | 0.08% | 89 |
|