Commonwealth Equity Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Commonwealth Equity Services’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.62M	Buy	74,814 +2,516	+3%	+$229K	0.01%	1157
2025 Q4	$6.47M	Sell	72,298 -16,323	-18%	-$1.45M	0.01%	1149
2025 Q3	$7.81M	Sell	88,621 -23,044	-21%	-$1.96M	0.01%	1063
2025 Q2	$9.31M	Buy	111,665 +17,424	+18%	+$1.36M	0.01%	958
2025 Q1	$7.21M	Buy	94,241 +1,428	+2%	+$111K	0.01%	1051
2024 Q4	$7.11M	Sell	92,813 -3,583	-4%	-$281K	0.01%	1016
2024 Q3	$7.61M	Sell	96,396 -3,200	-3%	-$243K	0.01%	970
2024 Q2	$7.45M	Sell	99,596 -4,684	-4%	-$342K	0.01%	955
2024 Q1	$7.66M	Sell	104,280 -50,418	-33%	-$3.56M	0.01%	923
2023 Q4	$10.7M	Buy	154,698 +68,613	+80%	+$4.47M	0.02%	706
2023 Q3	$5.47M	Buy	86,085 +4,330	+5%	+$285K	0.01%	989
2023 Q2	$5.42M	Sell	81,755 -322	-0.4%	-$20.7K	0.01%	989
2023 Q1	$5.22K	Buy	82,077 +800	+1%	+$50K	0.01%	978
2022 Q4	$4.86M	Sell	81,277 -29,370	-27%	-$1.74M	0.01%	974
2022 Q3	$6.13M	Sell	110,647 -5,908	-5%	-$359K	0.02%	795
2022 Q2	$6.98M	Sell	116,555 -1,402	-1%	-$89.2K	0.02%	742
2022 Q1	$8.13M	Sell	117,957 -37,235	-24%	-$2.58M	0.02%	712
2021 Q4	$11.3M	Sell	155,192 -22,341	-13%	-$1.61M	0.03%	560
2021 Q3	$12.4M	Buy	177,533 +31,404	+21%	+$2.24M	0.03%	496
2021 Q2	$10.3M	Buy	146,129 +6,908	+5%	+$480K	0.03%	547
2021 Q1	$9.32M	Sell	139,221 -12,034	-8%	-$795K	0.03%	540
2020 Q4	$9.71M	Buy	151,255 +3,519	+2%	+$215K	0.03%	484
2020 Q3	$8.57M	Sell	147,736 -433	-0.3%	-$25K	0.03%	479
2020 Q2	$8.13M	Sell	148,169 -9,178	-6%	-$478K	0.03%	469
2020 Q1	$7.47M	Sell	157,347 -38,468	-20%	-$2.11M	0.03%	423
2019 Q4	$11.4M	Sell	195,815 -14,760	-7%	-$832K	0.04%	378
2019 Q3	$11.6M	Sell	210,575 -6,200	-3%	-$338K	0.05%	349
2019 Q2	$12M	Sell	216,775 -1,922	-0.9%	-$104K	0.05%	332
2019 Q1	$11.7M	Buy	218,697 +6,685	+3%	+$347K	0.05%	323
2018 Q4	$10.3M	Buy	212,012 +20,746	+11%	+$1.06M	0.05%	319
2018 Q3	$10.4M	Buy	191,266 +86,265	+82%	+$4.67M	0.05%	336
2018 Q2	$5.61M	Buy	105,001 +3,232	+3%	+$174K	0.03%	472
2018 Q1	$5.44M	Buy	101,769 +7,527	+8%	+$411K	0.03%	456
2017 Q4	$5.08M	Buy	94,242 +940	+1%	+$51.3K	0.03%	467
2017 Q3	$5M	Buy	93,302 +4,307	+5%	+$226K	0.03%	443
2017 Q2	$4.61M	Sell	88,995 -2,084	-2%	-$106K	0.03%	467
2017 Q1	$4.55M	Sell	91,079 -4,256	-4%	-$208K	0.03%	451
2016 Q4	$4.5M	Buy	95,335 +5,957	+7%	+$280K	0.03%	410
2016 Q3	$4.24M	Buy	89,378 +10,125	+13%	+$476K	0.03%	416
2016 Q2	$3.63M	Buy	79,253 +16,560	+26%	+$754K	0.03%	445
2016 Q1	$2.84M	Buy	62,693 +12,234	+24%	+$528K	0.03%	501
2015 Q4	$2.26M	Buy	50,459 +10,436	+26%	+$476K	0.02%	580
2015 Q3	$1.75M	Buy	40,023 +2,421	+6%	+$111K	0.02%	652
2015 Q2	$1.78M	Buy	37,602 +7,143	+23%	+$345K	0.02%	666
2015 Q1	$1.45M	Buy	30,459 +4,709	+18%	+$221K	0.02%	755
2014 Q4	$1.19M	Buy	25,750 +3,621	+16%	+$166K	0.01%	816
2014 Q3	$1.01M	Buy	22,129 +1,859	+9%	+$86.6K	0.01%	864
2014 Q2	$957K	Buy	20,270 +3,902	+24%	+$179K	0.01%	892
2014 Q1	$742K	Sell	16,368 -731	-4%	-$32.5K	0.01%	977
2013 Q4	$763K	Buy	17,099 +798	+5%	+$34.6K	0.01%	918
2013 Q3	$684K	Buy	16,301 +670	+4%	+$27.7K	0.01%	915
2013 Q2	$625K	Buy	+15,631	New	+$631K	0.01%	919