Ballast Advisors’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 | $2.73K | Hold |
33
| – | – | ﹤0.01% | 164 |
|
|
2025
Q1 | $2.5K | Hold |
33
| – | – | ﹤0.01% | 162 |
|
|
2024
Q4 | $2.5K | Buy |
33
+1
| +3% | +$76 | ﹤0.01% | 159 |
|
|
2024
Q3 | $2.54K | Hold |
32
| – | – | ﹤0.01% | 162 |
|
|
2024
Q2 | $2.39K | Hold |
32
| – | – | ﹤0.01% | 162 |
|
|
2024
Q1 | $2.35K | Hold |
32
| – | – | ﹤0.01% | 169 |
|
|
2023
Q4 | $2.21K | Hold |
32
| – | – | ﹤0.01% | 166 |
|
|
2023
Q3 | $2.03K | Buy |
+32
| New | +$2.03K | ﹤0.01% | 177 |
|