Cetera Investment Advisers’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 | $11M | Buy |
131,901
+17,919
| +16% | +$1.49M | 0.02% | 776 |
|
|
2025
Q1 | $8.72M | Buy |
113,982
+44,152
| +63% | +$3.38M | 0.02% | 839 |
|
|
2024
Q4 | $5.35M | Buy |
69,830
+49,477
| +243% | +$3.79M | 0.01% | 1004 |
|
|
2024
Q3 | $1.61M | Buy |
20,353
+26
| +0.1% | +$2.05K | ﹤0.01% | 1779 |
|
|
2024
Q2 | $1.52M | Sell |
20,327
-685
| -3% | -$51.2K | ﹤0.01% | 1781 |
|
|
2024
Q1 | $1.54M | Buy |
+21,012
| New | +$1.54M | ﹤0.01% | 1746 |
|
|
2022
Q4 | – | Sell |
-4,376
| Closed | -$243K | – | 2092 |
|
|
2022
Q3 | $243K | Buy |
+4,376
| New | +$243K | ﹤0.01% | 1399 |
|