Wealth Alliance’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 | $5.27M | Sell |
63,194
-823
| -1% | -$68.6K | 0.59% | 28 |
|
|
2025
Q1 | $4.9M | Sell |
64,017
-783
| -1% | -$59.9K | 0.59% | 28 |
|
|
2024
Q4 | $4.96M | Sell |
64,800
-1,133
| -2% | -$86.8K | 0.59% | 24 |
|
|
2024
Q3 | $5.2M | Buy |
65,933
+60
| +0.1% | +$4.74K | 0.62% | 24 |
|
|
2024
Q2 | $4.93M | Sell |
65,873
-468
| -0.7% | -$35K | 0.64% | 23 |
|
|
2024
Q1 | $4.87M | Sell |
66,341
-413
| -0.6% | -$30.3K | 0.64% | 21 |
|
|
2023
Q4 | $4.61M | Sell |
66,754
-1,220
| -2% | -$84.2K | 0.65% | 22 |
|
|
2023
Q3 | $4.32M | Buy |
+67,974
| New | +$4.32M | 0.68% | 19 |
|