Spire Wealth Management’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 | $7.76K | Hold |
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|
2025
Q2 | $7.34K | Hold |
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|
2025
Q1 | $6.73K | Hold |
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|
2024
Q4 | $6.74K | Hold |
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|
2024
Q3 | $6.94K | Hold |
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|
2024
Q2 | $6.58K | Hold |
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|
2024
Q1 | $6.46K | Sell |
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|
2023
Q4 | $17.9K | Hold |
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|
2023
Q3 | $16.6K | Buy |
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|
2023
Q2 | $11.5K | Hold |
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|
2023
Q1 | $11K | Hold |
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|
2022
Q4 | $10K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $23K | Buy |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $15K | Buy |
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|
2021
Q3 | $14K | Buy |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $14K | Buy |
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