CoreCap Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
3,180
+19
| +0.6% | +$1.59K | 0.01% | 664 |
|
|
2025
Q1 | $242K | Buy |
3,161
+651
| +26% | +$49.8K | 0.01% | 635 |
|
|
2024
Q4 | $192K | Buy |
2,510
+220
| +10% | +$16.9K | 0.01% | 720 |
|
|
2024
Q3 | $181K | Buy |
+2,290
| New | +$181K | 0.01% | 728 |
|
|
2024
Q2 | – | Sell |
-2,701
| Closed | -$198K | – | 1652 |
|
|
2024
Q1 | $198K | Buy |
+2,701
| New | +$198K | 0.01% | 632 |
|
|
2022
Q4 | $155K | Buy |
+2,591
| New | +$155K | 0.01% | 593 |
|
|
2022
Q3 | – | Sell |
-1,525
| Closed | -$91K | – | 605 |
|
|
2022
Q2 | $91K | Buy |
+1,525
| New | +$91K | 0.01% | 722 |
|
|
2022
Q1 | – | Sell |
-1,492
| Closed | -$109K | – | 616 |
|
|
2021
Q4 | $109K | Buy |
+1,492
| New | +$109K | 0.01% | 722 |
|