TRUE Private Wealth Advisors’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
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.71M | Sell |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $796K | Buy |
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|
2021
Q4 | $661K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $99K | Sell |
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|
2020
Q3 | $152K | Sell |
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|
2020
Q2 | $169K | Sell |
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|
2020
Q1 | $201K | Buy |
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|
2019
Q4 | $62K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $55K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $21.5K | Buy |
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