Capital Insight Partners’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 | $1.64M | Buy |
19,631
+372
| +2% | +$31K | 0.28% | 79 |
|
|
2025
Q1 | $1.47M | Sell |
19,259
-475
| -2% | -$36.3K | 0.26% | 80 |
|
|
2024
Q4 | $1.51M | Sell |
19,734
-202
| -1% | -$15.5K | 0.26% | 82 |
|
|
2024
Q3 | $1.57M | Buy |
19,936
+369
| +2% | +$29.1K | 0.28% | 77 |
|
|
2024
Q2 | $1.46M | Buy |
19,567
+188
| +1% | +$14.1K | 0.28% | 79 |
|
|
2024
Q1 | $1.42M | Sell |
19,379
-517
| -3% | -$38K | 0.27% | 78 |
|
|
2023
Q4 | $1.37M | Buy |
19,896
+651
| +3% | +$45K | 0.28% | 79 |
|
|
2023
Q3 | $1.22M | Buy |
19,245
+1,033
| +6% | +$65.6K | 0.28% | 81 |
|
|
2023
Q2 | $1.21M | Buy |
18,212
+1,195
| +7% | +$79.3K | 0.27% | 86 |
|
|
2023
Q1 | $1.08M | Buy |
17,017
+763
| +5% | +$48.5K | 0.25% | 92 |
|
|
2022
Q4 | $971K | Buy |
16,254
+899
| +6% | +$53.7K | 0.25% | 90 |
|
|
2022
Q3 | $851K | Buy |
15,355
+234
| +2% | +$13K | 0.23% | 92 |
|
|
2022
Q2 | $906K | Buy |
15,121
+829
| +6% | +$49.7K | 0.21% | 103 |
|
|
2022
Q1 | $985K | Sell |
14,292
-6
| -0% | -$414 | 0.2% | 107 |
|
|
2021
Q4 | $1.04M | Buy |
14,298
+1,316
| +10% | +$95.8K | 0.21% | 109 |
|
|
2021
Q3 | $906K | Buy |
12,982
+784
| +6% | +$54.7K | 0.2% | 118 |
|
|
2021
Q2 | $862K | Buy |
12,198
+487
| +4% | +$34.4K | 0.19% | 119 |
|
|
2021
Q1 | $784K | Sell |
11,711
-436
| -4% | -$29.2K | 0.19% | 118 |
|
|
2020
Q4 | $780K | Sell |
12,147
-56
| -0.5% | -$3.6K | 0.2% | 117 |
|
|
2020
Q3 | $708K | Buy |
12,203
+875
| +8% | +$50.8K | 0.2% | 117 |
|
|
2020
Q2 | $622K | Buy |
11,328
+2,815
| +33% | +$155K | 0.2% | 118 |
|
|
2020
Q1 | $404K | Buy |
8,513
+4,119
| +94% | +$195K | 0.21% | 77 |
|
|
2019
Q4 | $255K | Buy |
+4,394
| New | +$255K | 0.12% | 89 |
|