Westmount Partners’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 | $2.03M | Buy |
24,330
+325
| +1% | +$27.1K | 0.56% | 42 |
|
|
2025
Q1 | $1.84M | Buy |
24,005
+1,772
| +8% | +$136K | 0.56% | 42 |
|
|
2024
Q4 | $1.7M | Buy |
22,233
+1,967
| +10% | +$151K | 0.52% | 41 |
|
|
2024
Q3 | $1.6M | Sell |
20,266
-331
| -2% | -$26.1K | 0.48% | 43 |
|
|
2024
Q2 | $1.54M | Buy |
20,597
+50
| +0.2% | +$3.74K | 0.51% | 43 |
|
|
2024
Q1 | $1.51M | Buy |
20,547
+1,697
| +9% | +$125K | 0.54% | 39 |
|
|
2023
Q4 | $1.3M | Buy |
18,850
+2,659
| +16% | +$184K | 0.53% | 39 |
|
|
2023
Q3 | $1.03M | Buy |
16,191
+298
| +2% | +$18.9K | 0.45% | 45 |
|
|
2023
Q2 | $1.05M | Buy |
15,893
+3,182
| +25% | +$211K | 0.46% | 44 |
|
|
2023
Q1 | $808K | Buy |
12,711
+75
| +0.6% | +$4.77K | 0.37% | 57 |
|
|
2022
Q4 | $755K | Buy |
+12,636
| New | +$755K | 0.39% | 61 |
|