CGN 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
Q3 | $1.69M | Sell |
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|
2025
Q2 | $1.61M | Hold |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $893K | Buy |
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|
2023
Q2 | $848K | Buy |
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|
2023
Q1 | $723K | Buy |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q4 | $226K | Buy |
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