Philip James Wealth Mangement’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 | $271K | Sell |
3,252
-45
| -1% | -$3.75K | 0.03% | 146 |
|
|
2025
Q1 | $252K | Sell |
3,297
-899
| -21% | -$68.8K | 0.03% | 146 |
|
|
2024
Q4 | $321K | Buy |
4,196
+68
| +2% | +$5.21K | 0.04% | 131 |
|
|
2024
Q3 | $326K | Buy |
4,128
+91
| +2% | +$7.18K | 0.04% | 118 |
|
|
2024
Q2 | $302K | Buy |
4,037
+338
| +9% | +$25.3K | 0.2% | 49 |
|
|
2024
Q1 | $272K | Buy |
3,699
+127
| +4% | +$9.33K | 0.19% | 54 |
|
|
2023
Q4 | $247K | Buy |
+3,572
| New | +$247K | 0.19% | 63 |
|