Northwestern Mutual 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 | $408K | Buy |
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|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $512K | Buy |
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|
2024
Q3 | $179K | Sell |
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|
2024
Q2 | $187K | Sell |
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|
2024
Q1 | $239K | Buy |
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|
2023
Q4 | $134K | Sell |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $17.7K | Buy |
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|
2022
Q4 | $10.5K | Buy |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $71K | Buy |
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|
2021
Q3 | $6K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $14K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $15K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Sell |
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|
2018
Q1 | $6K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $14K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $29K | Buy |
|