Altrius Capital Management’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 | $304K | Buy |
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|
2025
Q2 | $287K | Sell |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $248K | Buy |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $213K | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $468K | Buy |
|