SteelPeak Wealth’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 | $3.85M | Buy |
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|
2025
Q2 | $3.46M | Buy |
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|
2025
Q1 | $3.12M | Sell |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $3.04M | Buy |
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|
2024
Q2 | $2.83M | Buy |
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|
2024
Q1 | $2.74M | Buy |
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|
2023
Q4 | $2.52M | Buy |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $1.97M | Buy |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.83M | Sell |
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|
2022
Q1 | $2.13M | Buy |
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|
2021
Q4 | $2.24M | Sell |
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|
2021
Q3 | $2.26M | Sell |
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|
2021
Q2 | $2.38M | Sell |
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|
2021
Q1 | $2.5M | Sell |
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|
2020
Q4 | $2.52M | Sell |
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|
2020
Q3 | $2.37M | Buy |
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|
2020
Q2 | $2.17M | Buy |
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