Polaris Wealth Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.51M	Sell
2023 Q2	$1.71M	Sell
2023 Q1	$1.67M	Sell
2022 Q4	$1.67M	Buy
2022 Q3	$1.39M	Buy
2022 Q2	$1.5M	Buy
2022 Q1	$1.53M	Sell
2021 Q4	$1.65M	Sell
2021 Q3	$1.61M	Buy
2021 Q2	$1.59M	Sell
2021 Q1	$1.57M	Sell
2020 Q4	$1.62M	Sell
2020 Q3	$1.5M	Sell
2020 Q2	$2.66M	Buy
2020 Q1	$2.26M	Sell
2019 Q4	$2.82M	Sell
2019 Q3	$2.61M	Buy
2019 Q2	$2.63M	Buy
2019 Q1	$2.5M	Buy
2018 Q4	$2.15M	Sell
2018 Q3	$2.45M	Sell
2018 Q2	$2.55M	Sell
2018 Q1	$2.56M	Sell
2017 Q4	$2.61M	Buy
2017 Q3	$2.57M	Buy
2017 Q2	$2.07M	Sell
2017 Q1	$2.08M	Buy
2016 Q4	$1.87M	Buy
2016 Q3	$1.78M	Buy
2016 Q2	$1.62M	Buy
2016 Q1	$1.37M	Buy
2015 Q4	$1.08M	Buy
2015 Q3	$834K	Buy
2015 Q2	$854K	Buy
2015 Q1	$212K	Buy
2014 Q2	–	Sell
2014 Q1	$68K	Buy
2013 Q4	$59K	Buy
2013 Q3	$14.4K	Hold
2013 Q2	$13.7K	Buy