Sax Wealth Advisors’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 | $339K | Buy |
4,069
+410
| +11% | +$34.2K | 0.02% | 319 |
|
|
2025
Q1 | $280K | Buy |
3,659
+240
| +7% | +$18.4K | 0.02% | 306 |
|
|
2024
Q4 | $262K | Buy |
3,419
+118
| +4% | +$9.04K | 0.02% | 284 |
|
|
2024
Q3 | $260K | Sell |
3,301
-255
| -7% | -$20.1K | 0.02% | 240 |
|
|
2024
Q2 | $266K | Sell |
3,556
-465
| -12% | -$34.8K | 0.03% | 226 |
|
|
2024
Q1 | $295K | Buy |
4,021
+164
| +4% | +$12K | 0.03% | 149 |
|
|
2023
Q4 | $266K | Hold |
3,857
| – | – | 0.04% | 157 |
|
|
2023
Q3 | $245K | Buy |
3,857
+129
| +3% | +$8.19K | 0.05% | 155 |
|
|
2023
Q2 | $247K | Buy |
3,728
+95
| +3% | +$6.3K | 0.05% | 148 |
|
|
2023
Q1 | $231K | Buy |
3,633
+175
| +5% | +$11.1K | 0.05% | 153 |
|
|
2022
Q4 | $207K | Buy |
+3,458
| New | +$207K | 0.05% | 155 |
|
|
2022
Q3 | – | Sell |
-4,739
| Closed | -$284K | – | 160 |
|
|
2022
Q2 | $284K | Buy |
4,739
+720
| +18% | +$43.1K | 0.07% | 139 |
|
|
2022
Q1 | $277K | Buy |
+4,019
| New | +$277K | 0.07% | 143 |
|