SteelPeak Wealth’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 | $3.46M | Buy |
41,538
+772
| +2% | +$64.4K | 0.13% | 123 |
|
|
2025
Q1 | $3.12M | Sell |
40,766
-28
| -0.1% | -$2.14K | 0.13% | 123 |
|
|
2024
Q4 | $3.13M | Buy |
40,794
+2,241
| +6% | +$172K | 0.13% | 122 |
|
|
2024
Q3 | $3.04M | Buy |
38,553
+756
| +2% | +$59.7K | 0.13% | 120 |
|
|
2024
Q2 | $2.83M | Buy |
37,797
+534
| +1% | +$39.9K | 0.13% | 124 |
|
|
2024
Q1 | $2.74M | Buy |
37,263
+740
| +2% | +$54.4K | 0.14% | 126 |
|
|
2023
Q4 | $2.52M | Buy |
36,523
+1,463
| +4% | +$101K | 0.15% | 115 |
|
|
2023
Q3 | $2.23M | Buy |
35,060
+718
| +2% | +$45.6K | 0.14% | 120 |
|
|
2023
Q2 | $2.28M | Buy |
34,342
+3,329
| +11% | +$221K | 0.14% | 110 |
|
|
2023
Q1 | $1.97M | Buy |
31,013
+611
| +2% | +$38.9K | 0.13% | 114 |
|
|
2022
Q4 | $1.82M | Sell |
30,402
-481
| -2% | -$28.7K | 0.13% | 123 |
|
|
2022
Q3 | $1.71M | Buy |
30,883
+240
| +0.8% | +$13.3K | 0.13% | 124 |
|
|
2022
Q2 | $1.84M | Sell |
30,643
-324
| -1% | -$19.4K | 0.13% | 119 |
|
|
2022
Q1 | $2.14M | Buy |
30,967
+182
| +0.6% | +$12.5K | 0.12% | 111 |
|
|
2021
Q4 | $2.24M | Sell |
30,785
-1,567
| -5% | -$114K | 0.13% | 106 |
|
|
2021
Q3 | $2.26M | Sell |
32,352
-1,267
| -4% | -$88.5K | 0.15% | 101 |
|
|
2021
Q2 | $2.38M | Sell |
33,619
-3,681
| -10% | -$260K | 0.17% | 101 |
|
|
2021
Q1 | $2.5M | Sell |
37,300
-1,891
| -5% | -$127K | 0.2% | 89 |
|
|
2020
Q4 | $2.52M | Sell |
39,191
-1,672
| -4% | -$107K | 0.23% | 88 |
|
|
2020
Q3 | $2.37M | Buy |
40,863
+1,364
| +3% | +$79.1K | 0.25% | 84 |
|
|
2020
Q2 | $2.17M | Buy |
+39,499
| New | +$2.17M | 0.27% | 81 |
|