West Wealth Group’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 | $496K | Sell |
5,902
-481
| -8% | -$40.4K | 0.12% | 55 |
|
|
2025
Q1 | $490K | Buy |
6,383
+2
| +0% | +$153 | 0.14% | 51 |
|
|
2024
Q4 | $489K | Buy |
6,381
+479
| +8% | +$36.7K | 0.15% | 48 |
|
|
2024
Q3 | $466K | Sell |
5,902
-249
| -4% | -$19.7K | 0.15% | 49 |
|
|
2024
Q2 | $460K | Buy |
6,151
+256
| +4% | +$19.1K | 0.16% | 51 |
|
|
2024
Q1 | $433K | Sell |
5,895
-54
| -0.9% | -$3.97K | 0.16% | 49 |
|
|
2023
Q4 | $411K | Buy |
5,949
+53
| +0.9% | +$3.66K | 0.16% | 51 |
|
|
2023
Q3 | $374K | Buy |
5,896
+378
| +7% | +$24K | 0.16% | 53 |
|
|
2023
Q2 | $366K | Sell |
5,518
-61
| -1% | -$4.05K | 0.15% | 46 |
|
|
2023
Q1 | $355K | Sell |
5,579
-486
| -8% | -$30.9K | 0.16% | 43 |
|
|
2022
Q4 | $362K | Buy |
6,065
+116
| +2% | +$6.93K | 0.18% | 41 |
|
|
2022
Q3 | $329K | Buy |
5,949
+241
| +4% | +$13.3K | 0.17% | 45 |
|
|
2022
Q2 | $341K | Buy |
5,708
+386
| +7% | +$23.1K | 0.16% | 42 |
|
|
2022
Q1 | $366K | Sell |
5,322
-6,953
| -57% | -$478K | 0.15% | 40 |
|
|
2021
Q4 | $893K | Buy |
+12,275
| New | +$893K | 0.34% | 26 |
|