Strategic Family Wealth Counselors’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 | $526K | Buy |
6,307
+2,476
| +65% | +$206K | 0.15% | 90 |
|
|
2025
Q1 | $293K | Hold |
3,831
| – | – | 0.1% | 114 |
|
|
2024
Q4 | $293K | Hold |
3,831
| – | – | 0.1% | 110 |
|
|
2024
Q3 | $302K | Hold |
3,831
| – | – | 0.11% | 104 |
|
|
2024
Q2 | $286K | Hold |
3,831
| – | – | 0.11% | 98 |
|
|
2024
Q1 | $281K | Hold |
3,831
| – | – | 0.11% | 91 |
|
|
2023
Q4 | $265K | Hold |
3,831
| – | – | 0.11% | 93 |
|
|
2023
Q3 | $243K | Hold |
3,831
| – | – | 0.12% | 88 |
|
|
2023
Q2 | $254K | Hold |
3,831
| – | – | 0.12% | 88 |
|
|
2023
Q1 | $244K | Hold |
3,831
| – | – | 0.12% | 89 |
|
|
2022
Q4 | $229K | Hold |
3,831
| – | – | 0.11% | 92 |
|
|
2022
Q3 | $212K | Hold |
3,831
| – | – | 0.1% | 86 |
|
|
2022
Q2 | $229K | Hold |
3,831
| – | – | 0.11% | 84 |
|
|
2022
Q1 | $264K | Hold |
3,831
| – | – | 0.11% | 80 |
|
|
2021
Q4 | $279K | Hold |
3,831
| – | – | 0.09% | 81 |
|
|
2021
Q3 | $267K | Hold |
3,831
| – | – | 0.09% | 72 |
|
|
2021
Q2 | $271K | Hold |
3,831
| – | – | 0.09% | 66 |
|
|
2021
Q1 | $256K | Hold |
3,831
| – | – | 0.1% | 66 |
|
|
2020
Q4 | $246K | Buy |
+3,831
| New | +$246K | 0.13% | 68 |
|