Buttonwood Financial Group’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 | $1.89M | Sell |
22,908
-33
| -0.1% | -$2.73K | 0.96% | 17 |
|
|
2025
Q1 | $1.66M | Sell |
22,941
-779
| -3% | -$56.4K | 0.97% | 16 |
|
|
2024
Q4 | $1.87M | Buy |
23,720
+1,376
| +6% | +$108K | 1.04% | 15 |
|
|
2024
Q3 | $1.76M | Buy |
22,344
+318
| +1% | +$25.1K | 1.06% | 13 |
|
|
2024
Q2 | $1.65M | Buy |
22,026
+116
| +0.5% | +$8.67K | 0.94% | 16 |
|
|
2024
Q1 | $1.61M | Sell |
21,910
-317
| -1% | -$23.3K | 0.95% | 19 |
|
|
2023
Q4 | $1.53M | Sell |
22,227
-852
| -4% | -$58.8K | 1.12% | 16 |
|
|
2023
Q3 | $1.42M | Buy |
23,079
+355
| +2% | +$21.8K | 1.04% | 18 |
|
|
2023
Q2 | $1.53M | Buy |
22,724
+758
| +3% | +$51K | 1.32% | 14 |
|
|
2023
Q1 | $1.4M | Buy |
21,966
+1,061
| +5% | +$67.5K | 1.39% | 13 |
|
|
2022
Q4 | $1.25M | Buy |
20,905
+2,531
| +14% | +$151K | 1.14% | 14 |
|
|
2022
Q3 | $1.01M | Buy |
18,374
+2,487
| +16% | +$137K | 1.05% | 15 |
|
|
2022
Q2 | $946K | Buy |
15,887
+1,642
| +12% | +$97.8K | 0.93% | 15 |
|
|
2022
Q1 | $980K | Buy |
+14,245
| New | +$980K | 0.73% | 14 |
|