CAPTRUST 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 | $2.06M | Sell |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.9M | Sell |
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|
2024
Q3 | $2.06M | Sell |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $1.99M | Sell |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $756K | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $681K | Sell |
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|
2020
Q2 | $1.56M | Buy |
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|
2020
Q1 | $717K | Sell |
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|
2019
Q4 | $7.43M | Sell |
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|
2019
Q3 | $7.24M | Buy |
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|
2019
Q2 | $6.99M | Buy |
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|
2019
Q1 | $6.71M | Buy |
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|
2018
Q4 | $2.17M | Buy |
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