WFAG
Worth Financial Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
15,873
-364
| -2% | -$30.4K | 0.81% | 28 |
|
|
2025
Q1 | $1.24M | Buy |
16,237
+1,157
| +8% | +$88.5K | 0.79% | 29 |
|
|
2024
Q4 | $1.16M | Buy |
15,080
+11
| +0.1% | +$843 | 0.71% | 31 |
|
|
2024
Q3 | $1.19M | Sell |
15,069
-150
| -1% | -$11.8K | 0.7% | 32 |
|
|
2024
Q2 | $1.14M | Buy |
15,219
+730
| +5% | +$54.6K | 0.75% | 33 |
|
|
2024
Q1 | $1.06M | Sell |
14,489
-451
| -3% | -$33.1K | 0.74% | 35 |
|
|
2023
Q4 | $1.03M | Buy |
14,940
+43
| +0.3% | +$2.97K | 0.82% | 28 |
|
|
2023
Q3 | $946K | Buy |
14,897
+2,655
| +22% | +$169K | 0.85% | 25 |
|
|
2023
Q2 | $812K | Buy |
12,242
+493
| +4% | +$32.7K | 0.75% | 33 |
|
|
2023
Q1 | $747K | Buy |
11,749
+303
| +3% | +$19.3K | 0.71% | 38 |
|
|
2022
Q4 | $684K | Buy |
+11,446
| New | +$684K | 0.79% | 31 |
|