Western Wealth Management’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 | $414K | Buy |
4,967
+14
| +0.3% | +$1.17K | 0.02% | 465 |
|
|
2025
Q1 | $379K | Sell |
4,953
-82
| -2% | -$6.27K | 0.03% | 454 |
|
|
2024
Q4 | $386K | Sell |
5,035
-4,064
| -45% | -$311K | 0.03% | 442 |
|
|
2024
Q3 | $718K | Buy |
9,099
+3,915
| +76% | +$309K | 0.04% | 363 |
|
|
2024
Q2 | $388K | Buy |
5,184
+1
| +0% | +$75 | 0.03% | 424 |
|
|
2024
Q1 | $381K | Sell |
5,183
-3,746
| -42% | -$275K | 0.03% | 433 |
|
|
2023
Q4 | $617K | Buy |
8,929
+110
| +1% | +$7.6K | 0.04% | 362 |
|
|
2023
Q3 | $560K | Buy |
8,819
+2,232
| +34% | +$142K | 0.05% | 365 |
|
|
2023
Q2 | $437K | Sell |
6,587
-40
| -0.6% | -$2.65K | 0.04% | 407 |
|
|
2023
Q1 | $421K | Sell |
6,627
-283
| -4% | -$18K | 0.04% | 411 |
|
|
2022
Q4 | $413K | Sell |
6,910
-6,634
| -49% | -$396K | 0.04% | 380 |
|
|
2022
Q3 | $751K | Sell |
13,544
-3,710
| -22% | -$206K | 0.04% | 380 |
|
|
2022
Q2 | $1.03M | Buy |
17,254
+262
| +2% | +$15.7K | 0.06% | 296 |
|
|
2022
Q1 | $1.17M | Buy |
16,992
+8,497
| +100% | +$586K | 0.06% | 311 |
|
|
2021
Q4 | $619K | Buy |
+8,495
| New | +$619K | 0.06% | 288 |
|
|
2021
Q2 | $792K | Buy |
11,192
+249
| +2% | +$17.6K | 0.08% | 252 |
|
|
2021
Q1 | $732K | Buy |
10,943
+1,969
| +22% | +$132K | 0.1% | 207 |
|
|
2020
Q4 | $576K | Sell |
8,974
-33
| -0.4% | -$2.12K | 0.08% | 228 |
|
|
2020
Q3 | $523K | Sell |
9,007
-855
| -9% | -$49.6K | 0.09% | 228 |
|
|
2020
Q2 | $541K | Buy |
9,862
+137
| +1% | +$7.52K | 0.1% | 211 |
|
|
2020
Q1 | $461K | Sell |
9,725
-30,504
| -76% | -$1.45M | 0.11% | 193 |
|
|
2019
Q4 | $2.33M | Buy |
40,229
+911
| +2% | +$52.8K | 0.35% | 58 |
|
|
2019
Q3 | $2.16M | Buy |
39,318
+967
| +3% | +$53.1K | 0.45% | 49 |
|
|
2019
Q2 | $2.12M | Buy |
38,351
+4,633
| +14% | +$256K | 0.28% | 76 |
|
|
2019
Q1 | $1.8M | Buy |
33,718
+25,041
| +289% | +$1.34M | 0.4% | 57 |
|
|
2018
Q4 | $423K | Buy |
+8,677
| New | +$423K | 0.11% | 200 |
|