Aspiriant LLC’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 | $1.13M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $534K | Hold |
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|
2024
Q4 | $535K | Buy |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $725K | Sell |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $715K | Buy |
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|
2023
Q1 | $676K | Sell |
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|
2022
Q4 | $669K | Buy |
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|
2022
Q3 | $472K | Buy |
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