Annex Advisory Services’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 | $222K | Sell |
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|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $2.56M | Buy |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | $2.53M | Buy |
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|
2021
Q4 | $2.56M | Buy |
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|
2021
Q3 | $2.42M | Sell |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $2.08M | Buy |
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|
2020
Q3 | $1.78M | Buy |
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|
2020
Q2 | $1.66M | Buy |
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|
2020
Q1 | $1.37M | Sell |
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|
2019
Q4 | $3.05M | Buy |
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|
2019
Q3 | $2.77M | Buy |
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|
2019
Q2 | $2.59M | Buy |
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|
2019
Q1 | $2.42M | Buy |
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|
2018
Q4 | $2.03M | Buy |
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|
2018
Q3 | $2.14M | Sell |
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|
2018
Q2 | $2.35M | Buy |
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|
2018
Q1 | $2.21M | Buy |
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|
2017
Q4 | $2.07M | Sell |
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|
2017
Q3 | $2.06M | Buy |
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|
2017
Q2 | $1.85M | Buy |
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|
2017
Q1 | $1.75M | Buy |
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|
2016
Q4 | $1.55M | Buy |
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|
2016
Q3 | $1.56M | Buy |
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|
2016
Q2 | $1.41M | Buy |
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|
2016
Q1 | $1.32M | Buy |
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|
2015
Q4 | $1.25M | Buy |
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|
2015
Q3 | $1.15M | Buy |
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|
2015
Q2 | $1.24M | Buy |
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|
2015
Q1 | $1.19M | Buy |
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|
2014
Q4 | $1.05M | Buy |
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|
2014
Q3 | $935K | Buy |
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|
2014
Q2 | $938K | Buy |
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|
2014
Q1 | $821K | Buy |
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|
2013
Q4 | $674K | Buy |
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|
2013
Q3 | $601K | Sell |
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|
2013
Q2 | $644K | Buy |
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