Cerity 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 | $2.33M | Buy |
27,967
+58
| +0.2% | +$4.84K | ﹤0.01% | 1144 |
|
|
2025
Q1 | $2.14M | Buy |
27,909
+105
| +0.4% | +$8.03K | ﹤0.01% | 1094 |
|
|
2024
Q4 | $2.13M | Buy |
27,804
+351
| +1% | +$26.9K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $2.17M | Sell |
27,453
-818
| -3% | -$64.5K | ﹤0.01% | 1059 |
|
|
2024
Q2 | $2.11M | Buy |
28,271
+120
| +0.4% | +$8.97K | 0.01% | 885 |
|
|
2024
Q1 | $2.07M | Sell |
28,151
-519
| -2% | -$38.1K | 0.01% | 953 |
|
|
2023
Q4 | $1.98M | Buy |
28,670
+1,013
| +4% | +$69.9K | 0.01% | 771 |
|
|
2023
Q3 | $1.76M | Sell |
27,657
-791
| -3% | -$50.2K | 0.01% | 609 |
|
|
2023
Q2 | $1.89M | Buy |
+28,448
| New | +$1.89M | 0.01% | 742 |
|