Western Wealth Management’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 | $438K | Sell |
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|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $379K | Sell |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $718K | Buy |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $560K | Buy |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $413K | Sell |
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|
2022
Q3 | $751K | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $619K | Buy |
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|
2021
Q2 | $792K | Buy |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $576K | Sell |
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|
2020
Q3 | $523K | Sell |
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|
2020
Q2 | $541K | Buy |
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|
2020
Q1 | $461K | Sell |
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|
2019
Q4 | $2.33M | Buy |
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|
2019
Q3 | $2.16M | Buy |
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|
2019
Q2 | $2.12M | Buy |
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|
2019
Q1 | $1.8M | Buy |
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|
2018
Q4 | $423K | Buy |
|