Creative Planning’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 | $1.57M | Buy |
18,798
+5,288
| +39% | +$441K | ﹤0.01% | 1506 |
|
|
2025
Q1 | $1.03M | Buy |
13,510
+243
| +2% | +$18.6K | ﹤0.01% | 1688 |
|
|
2024
Q4 | $1.02M | Sell |
13,267
-206
| -2% | -$15.8K | ﹤0.01% | 1628 |
|
|
2024
Q3 | $1.06M | Sell |
13,473
-81
| -0.6% | -$6.39K | ﹤0.01% | 1469 |
|
|
2024
Q2 | $1.01M | Buy |
13,554
+1,166
| +9% | +$87.2K | ﹤0.01% | 1383 |
|
|
2024
Q1 | $910K | Buy |
12,388
+370
| +3% | +$27.2K | ﹤0.01% | 1394 |
|
|
2023
Q4 | $830K | Buy |
12,018
+1,357
| +13% | +$93.7K | ﹤0.01% | 1339 |
|
|
2023
Q3 | $677K | Buy |
10,661
+45
| +0.4% | +$2.86K | ﹤0.01% | 1361 |
|
|
2023
Q2 | $704K | Sell |
10,616
-145
| -1% | -$9.62K | ﹤0.01% | 1325 |
|
|
2023
Q1 | $684K | Sell |
10,761
-32
| -0.3% | -$2.04K | ﹤0.01% | 1285 |
|
|
2022
Q4 | $645K | Buy |
10,793
+1,095
| +11% | +$65.4K | ﹤0.01% | 1278 |
|
|
2022
Q3 | $538K | Sell |
9,698
-879
| -8% | -$48.8K | ﹤0.01% | 1281 |
|
|
2022
Q2 | $633K | Buy |
10,577
+56
| +0.5% | +$3.35K | ﹤0.01% | 1180 |
|
|
2022
Q1 | $725K | Sell |
10,521
-369
| -3% | -$25.4K | ﹤0.01% | 1135 |
|
|
2021
Q4 | $793K | Buy |
10,890
+1,214
| +13% | +$88.4K | ﹤0.01% | 1061 |
|
|
2021
Q3 | $675K | Sell |
9,676
-25
| -0.3% | -$1.74K | ﹤0.01% | 1135 |
|
|
2021
Q2 | $685K | Sell |
9,701
-624
| -6% | -$44.1K | ﹤0.01% | 1101 |
|
|
2021
Q1 | $691K | Buy |
10,325
+425
| +4% | +$28.4K | ﹤0.01% | 1213 |
|
|
2020
Q4 | $635K | Sell |
9,900
-74
| -0.7% | -$4.75K | ﹤0.01% | 1158 |
|
|
2020
Q3 | $579K | Sell |
9,974
-75
| -0.7% | -$4.35K | ﹤0.01% | 1043 |
|
|
2020
Q2 | $551K | Buy |
10,049
+8
| +0.1% | +$439 | ﹤0.01% | 971 |
|
|
2020
Q1 | $477K | Buy |
10,041
+6,012
| +149% | +$286K | ﹤0.01% | 958 |
|
|
2019
Q4 | $234K | Buy |
+4,029
| New | +$234K | ﹤0.01% | 1540 |
|
|
2017
Q3 | – | Sell |
-861
| Closed | -$45K | – | 1934 |
|
|
2017
Q2 | $45K | Buy |
861
+71
| +9% | +$3.71K | ﹤0.01% | 2571 |
|
|
2017
Q1 | $39K | Sell |
790
-56
| -7% | -$2.77K | ﹤0.01% | 2634 |
|
|
2016
Q4 | $40K | Sell |
846
-1,165
| -58% | -$55.1K | ﹤0.01% | 2543 |
|
|
2016
Q3 | $95K | Buy |
2,011
+1,246
| +163% | +$58.9K | ﹤0.01% | 1863 |
|
|
2016
Q2 | $35K | Sell |
765
-101
| -12% | -$4.62K | ﹤0.01% | 2368 |
|
|
2016
Q1 | $39K | Sell |
866
-78
| -8% | -$3.51K | ﹤0.01% | 2250 |
|
|
2015
Q4 | $42K | Sell |
944
-187
| -17% | -$8.32K | ﹤0.01% | 2228 |
|
|
2015
Q3 | $49K | Buy |
+1,131
| New | +$49K | ﹤0.01% | 2039 |
|
|
2015
Q2 | – | Sell |
-1,239
| Closed | -$59K | – | 1144 |
|
|
2015
Q1 | $59K | Buy |
1,239
+121
| +11% | +$5.76K | ﹤0.01% | 1888 |
|
|
2014
Q4 | $52K | Sell |
1,118
-607
| -35% | -$28.2K | ﹤0.01% | 1962 |
|
|
2014
Q3 | $79K | Buy |
1,725
+382
| +28% | +$17.5K | ﹤0.01% | 1617 |
|
|
2014
Q2 | $63K | Sell |
1,343
-52
| -4% | -$2.44K | ﹤0.01% | 1704 |
|
|
2014
Q1 | $63K | Buy |
1,395
+306
| +28% | +$13.8K | ﹤0.01% | 1651 |
|
|
2013
Q4 | $49K | Buy |
1,089
+340
| +45% | +$15.3K | ﹤0.01% | 1618 |
|
|
2013
Q3 | $31K | Buy |
749
+406
| +118% | +$16.8K | ﹤0.01% | 1821 |
|
|
2013
Q2 | $14K | Buy |
+343
| New | +$14K | ﹤0.01% | 2108 |
|