World Equity 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 | $1M | Buy |
12,031
+2,795
| +30% | +$233K | 0.27% | 79 |
|
|
2025
Q1 | $707K | Buy |
9,236
+932
| +11% | +$71.3K | 0.2% | 109 |
|
|
2024
Q4 | $636K | Buy |
8,304
+1,280
| +18% | +$98.1K | 0.14% | 158 |
|
|
2024
Q3 | $554K | Sell |
7,024
-2,393
| -25% | -$189K | 0.2% | 115 |
|
|
2024
Q2 | $704K | Buy |
9,417
+427
| +5% | +$31.9K | 0.21% | 127 |
|
|
2024
Q1 | $660K | Sell |
8,990
-276
| -3% | -$20.3K | 0.14% | 156 |
|
|
2023
Q4 | $640K | Buy |
9,266
+997
| +12% | +$68.8K | 0.13% | 163 |
|
|
2023
Q3 | $525K | Buy |
8,269
+609
| +8% | +$38.7K | 0.11% | 195 |
|
|
2023
Q2 | $508K | Buy |
7,660
+4,695
| +158% | +$311K | 0.15% | 180 |
|
|
2023
Q1 | $349K | Sell |
2,965
-4,498
| -60% | -$529K | 0.05% | 340 |
|
|
2022
Q4 | $446K | Buy |
7,463
+88
| +1% | +$5.26K | 0.11% | 192 |
|
|
2022
Q3 | $409K | Sell |
7,375
-83
| -1% | -$4.6K | 0.1% | 193 |
|
|
2022
Q2 | $447K | Buy |
7,458
+517
| +7% | +$31K | 0.11% | 198 |
|
|
2022
Q1 | $479K | Buy |
+6,941
| New | +$479K | 0.1% | 213 |
|