Cora Capital 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 | $218K | Hold |
2,617
| – | – | 0.1% | 102 |
|
|
2025
Q1 | $200K | Hold |
2,617
| – | – | 0.1% | 102 |
|
|
2024
Q4 | $200K | Hold |
2,617
| – | – | 0.1% | 102 |
|
|
2024
Q3 | $207K | Sell |
2,617
-325
| -11% | -$25.6K | 0.1% | 95 |
|
|
2024
Q2 | $220K | Hold |
2,942
| – | – | 0.11% | 89 |
|
|
2024
Q1 | $216K | Buy |
+2,942
| New | +$216K | 0.12% | 86 |
|
|
2023
Q2 | – | Sell |
-4,081
| Closed | -$260K | – | 94 |
|
|
2023
Q1 | $260K | Sell |
4,081
-105
| -3% | -$6.68K | 0.19% | 72 |
|
|
2022
Q4 | $250K | Buy |
+4,186
| New | +$250K | 0.17% | 65 |
|