Carroll Investors’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
2022
Q2
– Sell
-453
Closed -$31K – 38
2022
Q1
$31K Buy
453
+52
+13% +$3.6K 0.02% 95
2021
Q4
$29K Buy
+401
New +$28.9K 0.02% 118

Other funds holding AOA

Carroll Investors's AOA Position: Q2 2022 in Review

Carroll Investors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2022, closing a stake of 453 shares — an estimated $31K sold.

Carroll Investors first reported a position in AOA in Q4 2021 and held it in 2 quarters. The position peaked at $31K in Q1 2022. 248 funds tracked by Wall St. Rank hold AOA as of Q2 2022.

  • Carroll Investors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Carroll Investors sold 453 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2022, an estimated $31K.
  • Carroll Investors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and held it in 2 quarters.
  • Carroll Investors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $31K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2022.

Based on Carroll Investors's 13F filing for Q2 2022, filed 26 Jul 2022.