Clear Creek Financial Management’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 | $857K | Buy |
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|
2025
Q2 | $787K | Sell |
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|
2025
Q1 | $751K | Sell |
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|
2024
Q4 | $899K | Sell |
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|
2024
Q3 | $972K | Sell |
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|
2024
Q2 | $931K | Buy |
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|
2024
Q1 | $911K | Buy |
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|
2023
Q4 | $821K | Buy |
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|
2023
Q3 | $711K | Buy |
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|
2023
Q2 | $683K | Buy |
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|
2023
Q1 | $605K | Buy |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q4 | $675K | Sell |
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|
2021
Q3 | $660K | Buy |
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|
2021
Q2 | $651K | Buy |
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|
2021
Q1 | $561K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | $883K | Buy |
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|
2019
Q4 | $843K | Buy |
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|
2019
Q3 | $723K | Buy |
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|
2019
Q2 | $661K | Buy |
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