Cahill Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
|
|||||
|
2025
Q1 | $300K | Sell |
|
|||||
|
2024
Q4 | $377K | Sell |
|
|||||
|
2024
Q3 | $402K | Buy |
|
|||||
|
2024
Q2 | $380K | Sell |
|
|||||
|
2024
Q1 | $374K | Buy |
|
|||||
|
2023
Q4 | $343K | Sell |
|
|||||
|
2023
Q3 | $316K | Buy |
|
|||||
|
2023
Q2 | $329K | Buy |
|
|||||
|
2023
Q1 | $309K | Buy |
|
|||||
|
2022
Q4 | $290K | Sell |
|
|||||
|
2022
Q3 | $317K | Buy |
|
|||||
|
2022
Q2 | $341K | Sell |
|
|||||
|
2022
Q1 | $399K | Hold |
|
|||||
|
2021
Q4 | $422K | Buy |
|
|||||
|
2021
Q3 | $389K | Buy |
|
|||||
|
2021
Q2 | $393K | Buy |
|
|||||
|
2021
Q1 | $372K | Sell |
|
|||||
|
2020
Q4 | $357K | Buy |
|
|||||
|
2020
Q3 | $298K | Hold |
|
|||||
|
2020
Q2 | $283K | Buy |
|
|||||
|
2020
Q1 | $236K | Buy |
|
|||||
|
2019
Q4 | $266K | Buy |
|
|||||
|
2019
Q3 | $252K | Buy |
|
|||||
|
2019
Q2 | $252K | Sell |
|
|||||
|
2019
Q1 | $260K | Sell |
|
|||||
|
2018
Q4 | $263K | Buy |
|