Spire Wealth Management’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 | $7.34K | Hold |
88
| – | – | ﹤0.01% | 1823 |
|
|
2025
Q1 | $6.73K | Hold |
88
| – | – | ﹤0.01% | 1976 |
|
|
2024
Q4 | $6.74K | Hold |
88
| – | – | ﹤0.01% | 1966 |
|
|
2024
Q3 | $6.94K | Hold |
88
| – | – | ﹤0.01% | 1738 |
|
|
2024
Q2 | $6.58K | Hold |
88
| – | – | ﹤0.01% | 1761 |
|
|
2024
Q1 | $6.46K | Sell |
88
-173
| -66% | -$12.7K | ﹤0.01% | 1866 |
|
|
2023
Q4 | $17.9K | Hold |
261
| – | – | ﹤0.01% | 1576 |
|
|
2023
Q3 | $16.6K | Buy |
261
+88
| +51% | +$5.59K | ﹤0.01% | 1574 |
|
|
2023
Q2 | $11.5K | Hold |
173
| – | – | ﹤0.01% | 1769 |
|
|
2023
Q1 | $11K | Hold |
173
| – | – | ﹤0.01% | 1812 |
|
|
2022
Q4 | $10K | Buy |
+173
| New | +$10K | ﹤0.01% | 1594 |
|
|
2022
Q3 | – | Sell |
-381
| Closed | -$23K | – | 2182 |
|
|
2022
Q2 | $23K | Buy |
381
+1
| +0.3% | +$60 | ﹤0.01% | 1601 |
|
|
2022
Q1 | $26K | Buy |
380
+173
| +84% | +$11.8K | ﹤0.01% | 1694 |
|
|
2021
Q4 | $15K | Buy |
207
+2
| +1% | +$145 | ﹤0.01% | 2217 |
|
|
2021
Q3 | $14K | Buy |
205
+1
| +0.5% | +$68 | ﹤0.01% | 1980 |
|
|
2021
Q2 | $14K | Hold |
204
| – | – | ﹤0.01% | 1998 |
|
|
2021
Q1 | $14K | Buy |
+204
| New | +$14K | ﹤0.01% | 2287 |
|