Brighton Jones 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 | $734K | Buy |
8,802
+216
| +3% | +$18K | 0.02% | 406 |
|
|
2025
Q1 | $657K | Hold |
8,586
| – | – | 0.02% | 324 |
|
|
2024
Q4 | $658K | Sell |
8,586
-509
| -6% | -$39K | 0.02% | 334 |
|
|
2024
Q3 | $718K | Buy |
9,095
+643
| +8% | +$50.7K | 0.03% | 257 |
|
|
2024
Q2 | $632K | Buy |
8,452
+18
| +0.2% | +$1.35K | 0.02% | 302 |
|
|
2024
Q1 | $620K | Sell |
8,434
-537
| -6% | -$39.4K | 0.02% | 306 |
|
|
2023
Q4 | $619K | Buy |
8,971
+85
| +1% | +$5.87K | 0.03% | 279 |
|
|
2023
Q3 | $564K | Buy |
8,886
+558
| +7% | +$35.4K | 0.03% | 264 |
|
|
2023
Q2 | $552K | Sell |
8,328
-215
| -3% | -$14.3K | 0.03% | 284 |
|
|
2023
Q1 | $543K | Buy |
8,543
+1,916
| +29% | +$122K | 0.03% | 270 |
|
|
2022
Q4 | $396K | Sell |
6,627
-246
| -4% | -$14.7K | 0.02% | 284 |
|
|
2022
Q3 | $381K | Sell |
6,873
-474
| -6% | -$26.3K | 0.02% | 286 |
|
|
2022
Q2 | $440K | Buy |
7,347
+1,873
| +34% | +$112K | 0.03% | 271 |
|
|
2022
Q1 | $377K | Buy |
5,474
+13
| +0.2% | +$895 | 0.02% | 324 |
|
|
2021
Q4 | $398K | Buy |
5,461
+218
| +4% | +$15.9K | 0.02% | 315 |
|
|
2021
Q3 | $366K | Buy |
5,243
+167
| +3% | +$11.7K | 0.02% | 322 |
|
|
2021
Q2 | $359K | Buy |
5,076
+1,330
| +36% | +$94.1K | 0.02% | 315 |
|
|
2021
Q1 | $251K | Sell |
3,746
-829
| -18% | -$55.5K | 0.01% | 350 |
|
|
2020
Q4 | $294K | Buy |
4,575
+799
| +21% | +$51.3K | 0.02% | 294 |
|
|
2020
Q3 | $219K | Buy |
+3,776
| New | +$219K | 0.02% | 299 |
|