RWA Wealth Partners’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 | $2.08M | Buy |
24,989
+24
| +0.1% | +$2K | 0.03% | 243 |
|
|
2025
Q1 | $1.91M | Sell |
24,965
-955
| -4% | -$73.1K | 0.02% | 253 |
|
|
2024
Q4 | $1.99M | Buy |
25,920
+998
| +4% | +$76.5K | 0.02% | 249 |
|
|
2024
Q3 | $1.97M | Sell |
24,922
-1,065
| -4% | -$84K | 0.02% | 252 |
|
|
2024
Q2 | $1.94M | Sell |
25,987
-122
| -0.5% | -$9.12K | 0.03% | 239 |
|
|
2024
Q1 | $1.92M | Sell |
26,109
-1,807
| -6% | -$133K | 0.03% | 245 |
|
|
2023
Q4 | $1.93M | Buy |
27,916
+22,876
| +454% | +$1.58M | 0.03% | 230 |
|
|
2023
Q3 | $320K | Buy |
5,040
+1,195
| +31% | +$75.9K | 0.01% | 316 |
|
|
2023
Q2 | $255K | Buy |
3,845
+521
| +16% | +$34.6K | 0.01% | 291 |
|
|
2023
Q1 | $211K | Buy |
+3,324
| New | +$211K | 0.01% | 245 |
|
|
2018
Q3 | – | Sell |
-686
| Closed | -$37K | – | 249 |
|
|
2018
Q2 | $37K | Buy |
+686
| New | +$37K | ﹤0.01% | 453 |
|