AIA
Arbor Investment Advisors’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 | $351K | Buy |
4,204
+716
| +21% | +$59.7K | 0.04% | 74 |
|
|
2025
Q1 | $267K | Sell |
3,488
-1,189
| -25% | -$91K | 0.04% | 91 |
|
|
2024
Q4 | $358K | Sell |
4,677
-403
| -8% | -$30.9K | 0.05% | 68 |
|
|
2024
Q3 | $401K | Buy |
5,080
+600
| +13% | +$47.4K | 0.05% | 73 |
|
|
2024
Q2 | $335K | Sell |
4,480
-489
| -10% | -$36.6K | 0.05% | 69 |
|
|
2024
Q1 | $365K | Buy |
4,969
+558
| +13% | +$41K | 0.05% | 73 |
|
|
2023
Q4 | $305K | Buy |
4,411
+29
| +0.7% | +$2K | 0.05% | 76 |
|
|
2023
Q3 | $278K | Sell |
4,382
-1
| -0% | -$63 | 0.05% | 77 |
|
|
2023
Q2 | $291K | Buy |
4,383
+103
| +2% | +$6.83K | 0.05% | 77 |
|
|
2023
Q1 | $272K | Buy |
4,280
+151
| +4% | +$9.6K | 0.05% | 80 |
|
|
2022
Q4 | $247K | Buy |
+4,129
| New | +$247K | 0.05% | 89 |
|
|
2022
Q3 | – | Sell |
-3,910
| Closed | -$234K | – | 86 |
|
|
2022
Q2 | $234K | Buy |
3,910
+220
| +6% | +$13.2K | 0.05% | 94 |
|
|
2022
Q1 | $254K | Buy |
+3,690
| New | +$254K | 0.05% | 100 |
|