BPA
Beacon Pointe Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,756
| Closed | -$211K | – | 1227 |
|
|
2025
Q1 | $211K | Sell |
2,756
-1,045
| -27% | -$79.9K | ﹤0.01% | 1118 |
|
|
2024
Q4 | $291K | Buy |
3,801
+172
| +5% | +$13.2K | ﹤0.01% | 1014 |
|
|
2024
Q3 | $286K | Sell |
3,629
-298
| -8% | -$23.5K | ﹤0.01% | 1028 |
|
|
2024
Q2 | $294K | Sell |
3,927
-173
| -4% | -$12.9K | ﹤0.01% | 1045 |
|
|
2024
Q1 | $301K | Buy |
+4,100
| New | +$301K | ﹤0.01% | 1101 |
|