Northwest 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
Q3 | $5.25M | Sell |
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|
2025
Q2 | $5.08M | Sell |
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|
2025
Q1 | $4.68M | Buy |
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|
2024
Q4 | $4.53M | Buy |
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|
2024
Q3 | $4.54M | Sell |
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|
2024
Q2 | $5.17M | Sell |
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|
2024
Q1 | $5.89M | Buy |
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|
2023
Q4 | $5.47M | Buy |
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|
2023
Q3 | $4.91M | Sell |
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|
2023
Q2 | $5.16M | Sell |
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|
2023
Q1 | $5.08M | Sell |
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|
2022
Q4 | $5.07M | Sell |
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|
2022
Q3 | $4.72M | Sell |
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|
2022
Q2 | $5.16M | Sell |
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|
2022
Q1 | $6M | Sell |
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|
2021
Q4 | $6.38M | Buy |
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|
2021
Q3 | $5.73M | Buy |
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|
2021
Q2 | $5.64M | Sell |
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|
2021
Q1 | $5.4M | Buy |
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|
2020
Q4 | $4.85M | Buy |
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|
2020
Q3 | $4.06M | Buy |
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|
2020
Q2 | $3.76M | Buy |
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|
2020
Q1 | $3.21M | Buy |
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|
2019
Q4 | $3.87M | Buy |
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|
2019
Q3 | $2.93M | Buy |
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|
2019
Q2 | $2.81M | Buy |
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|
2019
Q1 | $2.59M | Buy |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $2.05M | Buy |
|
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|
2018
Q2 | $1.88M | Buy |
|
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|
2018
Q1 | $1.67M | Buy |
|
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|
2017
Q4 | $1.19M | Sell |
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|
2017
Q3 | $1.3M | Sell |
|
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|
2017
Q2 | $1.26M | Buy |
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|
2017
Q1 | $1.05M | Buy |
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|
2016
Q4 | $625K | Buy |
|