Aspiriant LLC’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 | $1.06M | Buy |
12,688
+5,710
| +82% | +$476K | 0.03% | 143 |
|
|
2025
Q1 | $534K | Hold |
6,978
| – | – | 0.02% | 185 |
|
|
2024
Q4 | $535K | Buy |
6,978
+23
| +0.3% | +$1.76K | 0.02% | 186 |
|
|
2024
Q3 | $549K | Buy |
6,955
+152
| +2% | +$12K | 0.02% | 184 |
|
|
2024
Q2 | $509K | Sell |
6,803
-1,219
| -15% | -$91.2K | 0.02% | 189 |
|
|
2024
Q1 | $589K | Sell |
8,022
-2,471
| -24% | -$182K | 0.02% | 181 |
|
|
2023
Q4 | $725K | Sell |
10,493
-209
| -2% | -$14.4K | 0.03% | 166 |
|
|
2023
Q3 | $679K | Sell |
10,702
-76
| -0.7% | -$4.83K | 0.03% | 158 |
|
|
2023
Q2 | $715K | Buy |
10,778
+155
| +1% | +$10.3K | 0.04% | 162 |
|
|
2023
Q1 | $676K | Sell |
10,623
-579
| -5% | -$36.8K | 0.04% | 156 |
|
|
2022
Q4 | $669K | Buy |
11,202
+2,702
| +32% | +$161K | 0.03% | 156 |
|
|
2022
Q3 | $472K | Buy |
+8,500
| New | +$472K | 0.02% | 171 |
|