Client 1st Advisory Group’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 | $251K | Sell |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $292K | Buy |
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|
2024
Q3 | $293K | Sell |
|
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $408K | Sell |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $391K | Buy |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $356K | Sell |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $364K | Buy |
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|
2020
Q3 | $326K | Buy |
|