Aveo Capital Partners’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
Q1 | – | Sell |
-66,915
| Closed | -$5.13M | – | 183 |
|
|
2024
Q4 | $5.13M | Buy |
66,915
+2,210
| +3% | +$173K | 0.56% | 52 |
|
|
2024
Q3 | $5.11M | Buy |
64,705
+2,919
| +5% | +$222K | 0.54% | 58 |
|
|
2024
Q2 | $4.62M | Buy |
61,786
+3,087
| +5% | +$226K | 0.52% | 57 |
|
|
2024
Q1 | $4.24M | Buy |
58,699
+2,822
| +5% | +$199K | 0.46% | 63 |
|
|
2023
Q4 | $3.86M | Buy |
55,877
+1,164
| +2% | +$75.9K | 0.47% | 65 |
|
|
2023
Q3 | $3.47M | Buy |
54,713
+1,639
| +3% | +$108K | 0.46% | 68 |
|
|
2023
Q2 | $3.52M | Buy |
53,074
+2,231
| +4% | +$144K | 0.45% | 70 |
|
|
2023
Q1 | $3.23M | Sell |
50,843
-1,576
| -3% | -$98.4K | 0.43% | 69 |
|
|
2022
Q4 | $3.13M | Sell |
52,419
-1,721
| -3% | -$102K | 0.47% | 52 |
|
|
2022
Q3 | $3M | Sell |
54,140
-848
| -2% | -$51.5K | 0.52% | 50 |
|
|
2022
Q2 | $3.29M | Sell |
54,988
-3,727
| -6% | -$237K | 0.54% | 51 |
|
|
2022
Q1 | $4.05M | Buy |
58,715
+2,447
| +4% | +$169K | 0.71% | 44 |
|
|
2021
Q4 | $4.1M | Buy |
56,268
+1,085
| +2% | +$78.2K | 0.74% | 47 |
|
|
2021
Q3 | $3.85M | Sell |
55,183
-139
| -0.3% | -$9.9K | 0.8% | 37 |
|
|
2021
Q2 | $3.91M | Buy |
55,322
+3,980
| +8% | +$277K | 0.86% | 35 |
|
|
2021
Q1 | $3.44M | Buy |
+51,342
| New | +$3.39M | 0.87% | 31 |
|
|
2020
Q4 | – | Sell |
-40,552
| Closed | -$2.35M | – | 71 |
|
|
2020
Q3 | $2.35M | Buy |
+40,552
| New | +$2.34M | 0.85% | 28 |
|
|
2020
Q2 | – | Sell |
-40,152
| Closed | -$1.91M | – | 63 |
|
|
2020
Q1 | $1.91M | Buy |
40,152
+5,476
| +16% | +$300K | 0.93% | 26 |
|
|
2019
Q4 | $2.01M | Buy |
34,676
+4,317
| +14% | +$243K | 0.8% | 29 |
|
|
2019
Q3 | $1.72M | Buy |
30,359
+923
| +3% | +$50.3K | 0.71% | 46 |
|
|
2019
Q2 | $1.63M | Buy |
29,436
+3,686
| +14% | +$199K | 0.71% | 49 |
|
|
2019
Q1 | $1.38M | Buy |
25,750
+486
| +2% | +$25.2K | 0.64% | 51 |
|
|
2018
Q4 | $1.23M | Buy |
25,264
+3,863
| +18% | +$198K | 0.61% | 37 |
|
|
2018
Q3 | $1.11M | Buy |
21,401
+1,301
| +6% | +$70.4K | 0.49% | 43 |
|
|
2018
Q2 | $1.07M | Buy |
20,100
+579
| +3% | +$31.2K | 0.47% | 46 |
|
|
2018
Q1 | $1.04M | Buy |
19,521
+1,095
| +6% | +$59.8K | 0.44% | 47 |
|
|
2017
Q4 | $993K | Buy |
18,426
+916
| +5% | +$50K | 0.33% | 43 |
|
|
2017
Q3 | $938K | Buy |
17,510
+17
| +0.1% | +$893 | 0.32% | 45 |
|
|
2017
Q2 | $906K | Buy |
17,493
+992
| +6% | +$50.6K | 0.32% | 45 |
|
|
2017
Q1 | $824K | Buy |
16,501
+2,464
| +18% | +$121K | 0.3% | 43 |
|
|
2016
Q4 | $663K | Buy |
+14,037
| New | +$659K | 0.19% | 81 |
|
Other funds holding AOA
MFIM
WA
LIA
Aveo Capital Partners's AOA Position: Q1 2025 in Review
Aveo Capital Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 66,915 shares — an estimated $5.13M sold.
Aveo Capital Partners first reported a position in AOA in Q4 2016 and held it in 31 quarters. The position peaked at $5.13M in Q4 2024. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.
- Aveo Capital Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
- Aveo Capital Partners sold 66,915 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $5.13M.
- Aveo Capital Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2016 and held it in 31 quarters.
- Aveo Capital Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $5.13M in Q4 2024.
- 346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.
Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.