Archford Capital Strategies’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Archford Capital Strategies’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.46M	Sell	27,842 -792	-3%	-$72.1K	0.28%	84
2025 Q4	$2.56M	Sell	28,634 -318	-1%	-$28.3K	0.3%	73
2025 Q3	$2.55M	Buy	28,952 +233	+0.8%	+$19.8K	0.3%	72
2025 Q2	$2.4M	Sell	28,719 -1	-0%	-$78	0.31%	80
2025 Q1	$2.2M	Sell	28,720 -68	-0.2%	-$5.3K	0.32%	87
2024 Q4	$2.21M	Sell	28,788 -745	-3%	-$58.4K	0.33%	76
2024 Q3	$2.33M	Sell	29,533 -856	-3%	-$65K	0.35%	71
2024 Q2	$2.27M	Buy	30,389 +1,068	+4%	+$78.1K	0.37%	69
2024 Q1	$2.15M	Sell	29,321 -540	-2%	-$38.1K	0.36%	71
2023 Q4	$2.06M	Sell	29,861 -769	-3%	-$50.1K	0.38%	70
2023 Q3	$1.94M	Buy	30,630 +327	+1%	+$21.5K	0.39%	65
2023 Q2	$2.04M	Sell	30,303 -1,643	-5%	-$106K	0.39%	63
2023 Q1	$2.02M	Sell	31,946 -790	-2%	-$49.3K	0.42%	55
2022 Q4	$1.96M	Buy	32,736 +123	+0.4%	+$7.28K	0.45%	54
2022 Q3	$1.81M	Sell	32,613 -93	-0.3%	-$5.65K	0.47%	51
2022 Q2	$1.96M	Sell	32,706 -338	-1%	-$21.5K	0.49%	50
2022 Q1	$2.27M	Buy	33,044 +8,513	+35%	+$589K	0.51%	42
2021 Q4	$1.79M	Sell	24,531 -8,261	-25%	-$595K	0.41%	58
2021 Q3	$2.29M	Sell	32,792 -363	-1%	-$25.9K	0.54%	40
2021 Q2	$2.34M	Sell	33,155 -2,807	-8%	-$195K	0.59%	37
2021 Q1	$2.49M	Sell	35,962 -1,868	-5%	-$123K	0.66%	33
2020 Q4	$2.48M	Sell	37,830 -587	-2%	-$35.9K	0.57%	46
2020 Q3	$2.23M	Sell	38,417 -1,635	-4%	-$94.3K	0.6%	42
2020 Q2	$2.2M	Buy	40,052 +416	+1%	+$21.6K	0.65%	39
2020 Q1	$1.88M	Sell	39,636 -1,079	-3%	-$59.1K	0.73%	36
2019 Q4	$2.36M	Sell	40,715 -622	-2%	-$35.1K	0.81%	34
2019 Q3	$2.27M	Sell	41,337 -1,969	-5%	-$107K	0.85%	29
2019 Q2	$2.39M	Sell	43,306 -637	-1%	-$34.4K	0.87%	24
2019 Q1	$2.35M	Buy	43,943 +12,136	+38%	+$629K	0.87%	27
2018 Q4	$1.54M	Sell	31,807 -5,785	-15%	-$296K	0.62%	40
2018 Q3	$2.05M	Sell	37,592 -4,187	-10%	-$227K	0.75%	32
2018 Q2	$2.23M	Sell	41,779 -7,252	-15%	-$390K	0.79%	28
2018 Q1	$2.74M	Buy	49,031 +3,088	+7%	+$169K	1.14%	23
2017 Q4	$2.48M	Buy	45,943 +1,781	+4%	+$97.3K	0.92%	31
2017 Q3	$2.37M	Buy	44,162 +566	+1%	+$29.7K	0.89%	30
2017 Q2	$2.26M	Buy	43,596 +3,057	+8%	+$156K	0.89%	30
2017 Q1	$2.02M	Buy	40,539 +3,939	+11%	+$193K	0.76%	32
2016 Q4	$1.73M	Buy	36,600 +1,456	+4%	+$68.3K	0.73%	37
2016 Q3	$1.67M	Buy	35,144 +3,816	+12%	+$179K	0.69%	39
2016 Q2	$1.44M	Buy	31,328 +1,579	+5%	+$71.9K	0.76%	33
2016 Q1	$1.35M	Buy	29,749 +2,420	+9%	+$105K	0.65%	45
2015 Q4	$1.23M	Sell	27,329 -4,260	-13%	-$194K	0.56%	49
2015 Q3	$1.38M	Buy	31,589 +2,220	+8%	+$102K	1.03%	20
2015 Q2	$1.39M	Buy	29,369 +3,094	+12%	+$150K	0.99%	21
2015 Q1	$1.25M	Buy	26,275 +3,976	+18%	+$187K	0.86%	25
2014 Q4	$1.03M	Buy	22,299 +3,944	+21%	+$181K	0.76%	35
2014 Q3	$836K	Buy	18,355 +3,673	+25%	+$171K	0.66%	40
2014 Q2	$693K	Buy	14,682 +6,317	+76%	+$290K	0.54%	65
2014 Q1	$379K	Buy	+8,365	New	+$371K	0.32%	92