Cahill Financial 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 | $356K | Buy |
4,269
+351
| +9% | +$29.3K | 0.04% | 211 |
|
|
2025
Q1 | $300K | Sell |
3,918
-1,000
| -20% | -$76.5K | 0.04% | 217 |
|
|
2024
Q4 | $377K | Sell |
4,918
-182
| -4% | -$13.9K | 0.05% | 189 |
|
|
2024
Q3 | $402K | Buy |
5,100
+19
| +0.4% | +$1.5K | 0.06% | 182 |
|
|
2024
Q2 | $380K | Sell |
5,081
-10
| -0.2% | -$748 | 0.05% | 191 |
|
|
2024
Q1 | $374K | Buy |
5,091
+122
| +2% | +$8.96K | 0.05% | 194 |
|
|
2023
Q4 | $343K | Sell |
4,969
-15
| -0.3% | -$1.04K | 0.05% | 193 |
|
|
2023
Q3 | $316K | Buy |
4,984
+19
| +0.4% | +$1.21K | 0.05% | 188 |
|
|
2023
Q2 | $329K | Buy |
4,965
+101
| +2% | +$6.7K | 0.05% | 187 |
|
|
2023
Q1 | $309K | Buy |
4,864
+16
| +0.3% | +$1.02K | 0.05% | 190 |
|
|
2022
Q4 | $290K | Sell |
4,848
-868
| -15% | -$51.9K | 0.06% | 188 |
|
|
2022
Q3 | $317K | Buy |
5,716
+24
| +0.4% | +$1.33K | 0.07% | 179 |
|
|
2022
Q2 | $341K | Sell |
5,692
-97
| -2% | -$5.81K | 0.07% | 174 |
|
|
2022
Q1 | $399K | Hold |
5,789
| – | – | 0.08% | 170 |
|
|
2021
Q4 | $422K | Buy |
5,789
+212
| +4% | +$15.5K | 0.08% | 169 |
|
|
2021
Q3 | $389K | Buy |
5,577
+15
| +0.3% | +$1.05K | 0.08% | 169 |
|
|
2021
Q2 | $393K | Buy |
5,562
+5
| +0.1% | +$353 | 0.09% | 159 |
|
|
2021
Q1 | $372K | Sell |
5,557
-9
| -0.2% | -$602 | 0.09% | 156 |
|
|
2020
Q4 | $357K | Buy |
5,566
+425
| +8% | +$27.3K | 0.09% | 151 |
|
|
2020
Q3 | $298K | Hold |
5,141
| – | – | 0.11% | 131 |
|
|
2020
Q2 | $283K | Buy |
5,141
+183
| +4% | +$10.1K | 0.11% | 134 |
|
|
2020
Q1 | $236K | Buy |
4,958
+373
| +8% | +$17.8K | 0.11% | 132 |
|
|
2019
Q4 | $266K | Buy |
4,585
+8
| +0.2% | +$464 | 0.1% | 142 |
|
|
2019
Q3 | $252K | Buy |
4,577
+22
| +0.5% | +$1.21K | 0.1% | 140 |
|
|
2019
Q2 | $252K | Sell |
4,555
-298
| -6% | -$16.5K | 0.1% | 142 |
|
|
2019
Q1 | $260K | Sell |
4,853
-558
| -10% | -$29.9K | 0.11% | 134 |
|
|
2018
Q4 | $263K | Buy |
+5,411
| New | +$263K | 0.13% | 126 |
|