Clearstead Advisors’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 | $5.21M | Sell |
62,519
-618
| -1% | -$51.5K | 0.07% | 189 |
|
|
2025
Q1 | $4.83M | Buy |
63,137
+502
| +0.8% | +$38.4K | 0.07% | 183 |
|
|
2024
Q4 | $4.8M | Buy |
62,635
+2,966
| +5% | +$227K | 0.07% | 185 |
|
|
2024
Q3 | $4.71M | Buy |
59,669
+283
| +0.5% | +$22.3K | 0.07% | 191 |
|
|
2024
Q2 | $4.44M | Buy |
59,386
+59,226
| +37,016% | +$4.43M | 0.08% | 189 |
|
|
2024
Q1 | $11.7K | Buy |
+160
| New | +$11.7K | ﹤0.01% | 1031 |
|