Aveo Capital Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Aveo Capital Partners’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-66,915	Closed	-$5.13M	–	183
2024 Q4	$5.13M	Buy	66,915 +2,210	+3%	+$169K	0.56%	52
2024 Q3	$5.11M	Buy	64,705 +2,919	+5%	+$230K	0.54%	58
2024 Q2	$4.62M	Buy	61,786 +3,087	+5%	+$231K	0.52%	57
2024 Q1	$4.24M	Buy	58,699 +2,822	+5%	+$204K	0.46%	63
2023 Q4	$3.86M	Buy	55,877 +1,164	+2%	+$80.4K	0.47%	65
2023 Q3	$3.47M	Buy	54,713 +1,639	+3%	+$104K	0.46%	68
2023 Q2	$3.52M	Buy	53,074 +2,231	+4%	+$148K	0.45%	70
2023 Q1	$3.23M	Sell	50,843 -1,576	-3%	-$100K	0.43%	69
2022 Q4	$3.13M	Sell	52,419 -1,721	-3%	-$103K	0.47%	52
2022 Q3	$3M	Sell	54,140 -848	-2%	-$47K	0.52%	50
2022 Q2	$3.29M	Sell	54,988 -3,727	-6%	-$223K	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%	+$79K	0.74%	47
2021 Q3	$3.85M	Sell	55,183 -139	-0.3%	-$9.7K	0.8%	37
2021 Q2	$3.91M	Buy	55,322 +3,980	+8%	+$281K	0.86%	35
2021 Q1	$3.44M	Buy	+51,342	New	+$3.44M	0.87%	31
2020 Q4	–	Sell	-40,552	Closed	-$2.35M	–	70
2020 Q3	$2.35M	Buy	+40,552	New	+$2.35M	0.85%	28
2020 Q2	–	Sell	-40,152	Closed	-$1.91M	–	60
2020 Q1	$1.91M	Buy	40,152 +5,476	+16%	+$260K	0.93%	26
2019 Q4	$2.01M	Buy	34,676 +4,317	+14%	+$250K	0.8%	29
2019 Q3	$1.72M	Buy	30,359 +923	+3%	+$52.2K	0.71%	46
2019 Q2	$1.63M	Buy	29,436 +3,686	+14%	+$204K	0.71%	49
2019 Q1	$1.38M	Buy	25,750 +486	+2%	+$26K	0.64%	51
2018 Q4	$1.23M	Buy	25,264 +3,863	+18%	+$188K	0.61%	37
2018 Q3	$1.11M	Buy	21,401 +1,301	+6%	+$67.3K	0.49%	43
2018 Q2	$1.07M	Buy	20,100 +579	+3%	+$30.9K	0.47%	46
2018 Q1	$1.04M	Buy	19,521 +1,095	+6%	+$58.6K	0.44%	47
2017 Q4	$993K	Buy	18,426 +916	+5%	+$49.4K	0.33%	43
2017 Q3	$938K	Buy	17,510 +17	+0.1%	+$911	0.32%	45
2017 Q2	$906K	Buy	17,493 +992	+6%	+$51.4K	0.32%	45
2017 Q1	$824K	Buy	16,501 +2,464	+18%	+$123K	0.3%	43
2016 Q4	$663K	Buy	+14,037	New	+$663K	0.19%	81