RWA Wealth Partners’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 | $2.32M | Buy |
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|
2025
Q2 | $2.08M | Buy |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $1.93M | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $37K | Buy |
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