Ancora Advisors’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 | $2.67K | Hold |
32
| – | – | ﹤0.01% | 1581 |
|
|
2025
Q1 | $2.45K | Hold |
32
| – | – | ﹤0.01% | 1483 |
|
|
2024
Q4 | $2.45K | Hold |
32
| – | – | ﹤0.01% | 1521 |
|
|
2024
Q3 | $2.53K | Hold |
32
| – | – | ﹤0.01% | 1495 |
|
|
2024
Q2 | $2.39K | Sell |
32
-30
| -48% | -$2.24K | ﹤0.01% | 1500 |
|
|
2024
Q1 | $4.56K | Sell |
62
-111
| -64% | -$8.16K | ﹤0.01% | 1411 |
|
|
2023
Q4 | $11.9K | Buy |
173
+33
| +24% | +$2.28K | ﹤0.01% | 1220 |
|
|
2023
Q3 | $8.89K | Sell |
140
-45
| -24% | -$2.86K | ﹤0.01% | 1269 |
|
|
2023
Q2 | $12.3K | Buy |
185
+97
| +110% | +$6.44K | ﹤0.01% | 1207 |
|
|
2023
Q1 | $5.6K | Buy |
88
+58
| +193% | +$3.69K | ﹤0.01% | 1353 |
|
|
2022
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 1534 |
|
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 1726 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 1869 |
|
|
2022
Q1 | $2K | Sell |
30
-758
| -96% | -$50.5K | ﹤0.01% | 2086 |
|
|
2021
Q4 | $57K | Hold |
788
| – | – | ﹤0.01% | 1196 |
|
|
2021
Q3 | $55K | Buy |
788
+30
| +4% | +$2.09K | ﹤0.01% | 1133 |
|
|
2021
Q2 | $54K | Hold |
758
| – | – | ﹤0.01% | 1055 |
|
|
2021
Q1 | $51K | Buy |
+758
| New | +$51K | ﹤0.01% | 1031 |
|