Sax Wealth Advisors’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 | $341K | Sell |
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|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $262K | Buy |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $277K | Buy |
|