Strategic Family Wealth Counselors’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 | $570K | Buy |
|
|||||
|
2025
Q2 | $526K | Buy |
|
|||||
|
2025
Q1 | $293K | Hold |
|
|||||
|
2024
Q4 | $293K | Hold |
|
|||||
|
2024
Q3 | $302K | Hold |
|
|||||
|
2024
Q2 | $286K | Hold |
|
|||||
|
2024
Q1 | $281K | Hold |
|
|||||
|
2023
Q4 | $265K | Hold |
|
|||||
|
2023
Q3 | $243K | Hold |
|
|||||
|
2023
Q2 | $254K | Hold |
|
|||||
|
2023
Q1 | $244K | Hold |
|
|||||
|
2022
Q4 | $229K | Hold |
|
|||||
|
2022
Q3 | $212K | Hold |
|
|||||
|
2022
Q2 | $229K | Hold |
|
|||||
|
2022
Q1 | $264K | Hold |
|
|||||
|
2021
Q4 | $279K | Hold |
|
|||||
|
2021
Q3 | $267K | Hold |
|
|||||
|
2021
Q2 | $271K | Hold |
|
|||||
|
2021
Q1 | $256K | Hold |
|
|||||
|
2020
Q4 | $246K | Buy |
|