World Equity Group’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 | $1.09M | Buy |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $636K | Buy |
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|
2024
Q3 | $554K | Sell |
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|
2024
Q2 | $704K | Buy |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $479K | Buy |
|