Wealthquest’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 | – | Sell |
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|
2025
Q2 | $726K | Sell |
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|
2025
Q1 | $681K | Hold |
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|
2024
Q4 | $682K | Sell |
|
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|
2024
Q3 | $708K | Sell |
|
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|
2024
Q2 | $688K | Sell |
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|
2024
Q1 | $688K | Sell |
|
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|
2023
Q4 | $697K | Sell |
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|
2023
Q3 | $810K | Sell |
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|
2023
Q2 | $985K | Buy |
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|
2023
Q1 | $899K | Buy |
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|
2022
Q4 | $804K | Buy |
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|
2022
Q3 | $701K | Buy |
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|
2022
Q2 | $746K | Sell |
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|
2022
Q1 | $1.03M | Hold |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $880K | Buy |
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|
2020
Q3 | $752K | Buy |
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|
2020
Q2 | $670K | Buy |
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|
2019
Q4 | $589K | Buy |
|
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|
2019
Q3 | $527K | Sell |
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|
2019
Q2 | $600K | Sell |
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|
2019
Q1 | $611K | Sell |
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|
2018
Q4 | $568K | Buy |
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|
2015
Q3 | $200K | Buy |
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|
2015
Q2 | $213K | Buy |
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|
2015
Q1 | $212K | Buy |
|