Chicago Partners Investment Group’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 | $416K | Buy |
+4,928
| New | +$416K | 0.01% | 679 |
|
|
2022
Q1 | – | Sell |
-3,060
| Closed | -$211K | – | 569 |
|
|
2021
Q4 | $211K | Buy |
3,060
+8
| +0.3% | +$552 | 0.02% | 514 |
|
|
2021
Q3 | $223K | Buy |
3,052
+2
| +0.1% | +$146 | 0.02% | 518 |
|
|
2021
Q2 | $216K | Buy |
3,050
+5
| +0.2% | +$354 | 0.02% | 488 |
|
|
2021
Q1 | $212K | Buy |
+3,045
| New | +$212K | 0.02% | 478 |
|