Unique 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
Q2 | $6.39M | Buy |
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|
2025
Q1 | $5.43M | Sell |
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|
2024
Q4 | $5.86M | Sell |
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|
2024
Q3 | $6.25M | Sell |
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|
2024
Q2 | $5.92M | Buy |
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|
2024
Q1 | $5.19M | Buy |
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|
2023
Q4 | $4.64M | Buy |
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|
2023
Q3 | $4.22M | Sell |
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|
2023
Q2 | $4.53M | Buy |
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|
2023
Q1 | $4.23M | Buy |
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|
2022
Q4 | $3.79M | Buy |
|