ARC
Advisor Resource Council’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 | – | Sell |
-5,638
| Closed | -$385K | – | 194 |
|
|
2025
Q1 | $385K | Buy |
+5,638
| New | +$385K | 0.03% | 412 |
|
|
2024
Q1 | – | Sell |
-3,575
| Closed | -$247K | – | 243 |
|
|
2023
Q4 | $247K | Buy |
+3,575
| New | +$247K | 0.03% | 395 |
|
|
2022
Q3 | – | Sell |
-6,760
| Closed | -$405K | – | 167 |
|
|
2022
Q2 | $405K | Buy |
+6,760
| New | +$405K | 0.04% | 315 |
|
|
2022
Q1 | – | Sell |
-6,765
| Closed | -$493K | – | 230 |
|
|
2021
Q4 | $493K | Buy |
+6,765
| New | +$493K | 0.04% | 331 |
|
|
2021
Q3 | – | Sell |
-6,491
| Closed | -$459K | – | 230 |
|
|
2021
Q2 | $459K | Buy |
+6,491
| New | +$459K | 0.05% | 314 |
|