Worth Financial Advisory 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
Q2 | $1.32M | Sell |
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2025
Q1 | $1.24M | Buy |
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2024
Q4 | $1.16M | Buy |
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2024
Q3 | $1.19M | Sell |
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2024
Q2 | $1.14M | Buy |
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2024
Q1 | $1.06M | Sell |
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2023
Q4 | $1.03M | Buy |
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2023
Q3 | $946K | Buy |
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2023
Q2 | $812K | Buy |
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2023
Q1 | $747K | Buy |
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2022
Q4 | $684K | Buy |
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