Northwestern Mutual 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 | $374K | Sell |
4,481
-1,598
| -26% | -$133K | ﹤0.01% | 1493 |
|
|
2025
Q1 | $465K | Sell |
6,079
-598
| -9% | -$45.7K | ﹤0.01% | 1361 |
|
|
2024
Q4 | $512K | Buy |
6,677
+4,410
| +195% | +$338K | ﹤0.01% | 1317 |
|
|
2024
Q3 | $179K | Sell |
2,267
-231
| -9% | -$18.2K | ﹤0.01% | 1667 |
|
|
2024
Q2 | $187K | Sell |
2,498
-749
| -23% | -$56K | ﹤0.01% | 1583 |
|
|
2024
Q1 | $239K | Buy |
3,247
+1,313
| +68% | +$96.5K | ﹤0.01% | 1494 |
|
|
2023
Q4 | $134K | Sell |
1,934
-124
| -6% | -$8.56K | ﹤0.01% | 1670 |
|
|
2023
Q3 | $131K | Buy |
+2,058
| New | +$131K | ﹤0.01% | 1607 |
|
|
2023
Q2 | – | Sell |
-278
| Closed | -$17.7K | – | 3342 |
|
|
2023
Q1 | $17.7K | Buy |
278
+102
| +58% | +$6.49K | ﹤0.01% | 2305 |
|
|
2022
Q4 | $10.5K | Buy |
176
+21
| +14% | +$1.25K | ﹤0.01% | 2478 |
|
|
2022
Q3 | $9K | Buy |
155
+72
| +87% | +$4.18K | ﹤0.01% | 2479 |
|
|
2022
Q2 | $5K | Buy |
83
+2
| +2% | +$120 | ﹤0.01% | 2702 |
|
|
2022
Q1 | $6K | Sell |
81
-890
| -92% | -$65.9K | ﹤0.01% | 2665 |
|
|
2021
Q4 | $71K | Buy |
971
+890
| +1,099% | +$65.1K | ﹤0.01% | 1844 |
|
|
2021
Q3 | $6K | Buy |
+81
| New | +$6K | ﹤0.01% | 2600 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$1K | – | 2983 |
|
|
2021
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2656 |
|
|
2020
Q4 | – | Sell |
-247
| Closed | -$14K | – | 2673 |
|
|
2020
Q3 | $14K | Buy |
+247
| New | +$14K | ﹤0.01% | 1896 |
|
|
2020
Q2 | – | Sell |
-325
| Closed | -$15K | – | 2371 |
|
|
2020
Q1 | $15K | Buy |
+325
| New | +$15K | ﹤0.01% | 1774 |
|
|
2018
Q4 | – | Sell |
-44
| Closed | -$2K | – | 2376 |
|
|
2018
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 2255 |
|
|
2018
Q2 | $2K | Sell |
44
-67
| -60% | -$3.05K | ﹤0.01% | 2154 |
|
|
2018
Q1 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 1852 |
|
|
2017
Q3 | – | Sell |
-263
| Closed | -$14K | – | 2138 |
|
|
2017
Q2 | $14K | Buy |
+263
| New | +$14K | ﹤0.01% | 1495 |
|
|
2016
Q1 | – | Sell |
-650
| Closed | -$29K | – | 2113 |
|
|
2015
Q4 | $29K | Buy |
+650
| New | +$29K | ﹤0.01% | 900 |
|