Waterloo Capital’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 | $1.51M | Sell |
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|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $807K | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $744K | Sell |
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|
2024
Q1 | $7.75M | Sell |
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|
2023
Q4 | $16.8M | Buy |
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|
2023
Q3 | $14.8M | Sell |
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|
2023
Q2 | $20.5M | Buy |
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|
2023
Q1 | $11.8M | Buy |
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|
2020
Q1 | $2.32M | Buy |
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