PCG
Prosperity Consulting Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Buy |
59,661
+6,674
| +13% | +$557K | 0.36% | 63 |
|
|
2025
Q1 | $4.05M | Buy |
52,987
+9,619
| +22% | +$736K | 0.31% | 79 |
|
|
2024
Q4 | $3.32M | Buy |
43,368
+4,185
| +11% | +$321K | 0.25% | 92 |
|
|
2024
Q3 | $3.09M | Buy |
39,183
+9,414
| +32% | +$743K | 0.24% | 97 |
|
|
2024
Q2 | $2.23M | Buy |
29,769
+5,955
| +25% | +$445K | 0.3% | 88 |
|
|
2024
Q1 | $1.75M | Buy |
23,814
+9,447
| +66% | +$694K | 0.22% | 107 |
|
|
2023
Q4 | $992K | Buy |
+14,367
| New | +$992K | 0.33% | 64 |
|