Advisornet Financial’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 | $778K | Buy |
9,323
+503
| +6% | +$42K | 0.05% | 280 |
|
|
2025
Q1 | $675K | Buy |
8,820
+101
| +1% | +$7.73K | 0.05% | 289 |
|
|
2024
Q4 | $668K | Sell |
8,719
-2,498
| -22% | -$191K | 0.06% | 256 |
|
|
2024
Q3 | $885K | Sell |
11,217
-334
| -3% | -$26.4K | 0.07% | 241 |
|
|
2024
Q2 | $864K | Buy |
11,551
+225
| +2% | +$16.8K | 0.08% | 225 |
|
|
2024
Q1 | $832K | Buy |
11,326
+758
| +7% | +$55.7K | 0.08% | 232 |
|
|
2023
Q4 | $730K | Sell |
10,568
-786
| -7% | -$54.3K | 0.07% | 264 |
|
|
2023
Q3 | $721K | Sell |
11,354
-2,243
| -16% | -$142K | 0.07% | 250 |
|
|
2023
Q2 | $902K | Sell |
13,597
-1,477
| -10% | -$98K | 0.08% | 224 |
|
|
2023
Q1 | $959K | Sell |
15,074
-1,086
| -7% | -$69.1K | 0.09% | 218 |
|
|
2022
Q4 | $966K | Sell |
16,160
-20
| -0.1% | -$1.2K | 0.1% | 208 |
|
|
2022
Q3 | $897K | Buy |
16,180
+725
| +5% | +$40.2K | 0.09% | 225 |
|
|
2022
Q2 | $926K | Buy |
15,455
+324
| +2% | +$19.4K | 0.09% | 219 |
|
|
2022
Q1 | $1.04M | Buy |
15,131
+73
| +0.5% | +$5.03K | 0.07% | 239 |
|
|
2021
Q4 | $1.1M | Sell |
15,058
-256
| -2% | -$18.7K | 0.07% | 242 |
|
|
2021
Q3 | $1.07M | Sell |
15,314
-363
| -2% | -$25.3K | 0.07% | 224 |
|
|
2021
Q2 | $1.11M | Buy |
15,677
+904
| +6% | +$63.9K | 0.07% | 234 |
|
|
2021
Q1 | $989K | Buy |
14,773
+94
| +0.6% | +$6.29K | 0.07% | 242 |
|
|
2020
Q4 | $942K | Sell |
14,679
-872
| -6% | -$56K | 0.08% | 226 |
|
|
2020
Q3 | $902K | Sell |
15,551
-1,466
| -9% | -$85K | 0.08% | 232 |
|
|
2020
Q2 | $934K | Buy |
17,017
+1,296
| +8% | +$71.1K | 0.08% | 230 |
|
|
2020
Q1 | $746K | Sell |
15,721
-534
| -3% | -$25.3K | 0.07% | 235 |
|
|
2019
Q4 | $943K | Sell |
16,255
-3,988
| -20% | -$231K | 0.08% | 226 |
|
|
2019
Q3 | $1.11M | Buy |
20,243
+511
| +3% | +$28.1K | 0.1% | 194 |
|
|
2019
Q2 | $1.09M | Buy |
19,732
+6,147
| +45% | +$339K | 0.12% | 176 |
|
|
2019
Q1 | $727K | Buy |
13,585
+1,394
| +11% | +$74.6K | 0.09% | 217 |
|
|
2018
Q4 | $592K | Sell |
12,191
-4,834
| -28% | -$235K | 0.08% | 223 |
|
|
2018
Q3 | $930K | Sell |
17,025
-1,612
| -9% | -$88.1K | 0.12% | 165 |
|
|
2018
Q2 | $995K | Buy |
18,637
+50
| +0.3% | +$2.67K | 0.13% | 144 |
|
|
2018
Q1 | $994K | Sell |
18,587
-2,157
| -10% | -$115K | 0.14% | 133 |
|
|
2017
Q4 | $1.12M | Buy |
+20,744
| New | +$1.12M | 0.17% | 121 |
|