Creative Planning’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 | $1.18M | Sell |
|
|||||
|
2025
Q2 | $1.57M | Buy |
|
|||||
|
2025
Q1 | $1.03M | Buy |
|
|||||
|
2024
Q4 | $1.02M | Sell |
|
|||||
|
2024
Q3 | $1.06M | Sell |
|
|||||
|
2024
Q2 | $1.01M | Buy |
|
|||||
|
2024
Q1 | $910K | Buy |
|
|||||
|
2023
Q4 | $830K | Buy |
|
|||||
|
2023
Q3 | $677K | Buy |
|
|||||
|
2023
Q2 | $704K | Sell |
|
|||||
|
2023
Q1 | $684K | Sell |
|
|||||
|
2022
Q4 | $645K | Buy |
|
|||||
|
2022
Q3 | $538K | Sell |
|
|||||
|
2022
Q2 | $633K | Buy |
|
|||||
|
2022
Q1 | $725K | Sell |
|
|||||
|
2021
Q4 | $793K | Buy |
|
|||||
|
2021
Q3 | $675K | Sell |
|
|||||
|
2021
Q2 | $685K | Sell |
|
|||||
|
2021
Q1 | $691K | Buy |
|
|||||
|
2020
Q4 | $635K | Sell |
|
|||||
|
2020
Q3 | $579K | Sell |
|
|||||
|
2020
Q2 | $551K | Buy |
|
|||||
|
2020
Q1 | $477K | Buy |
|
|||||
|
2019
Q4 | $234K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $45K | Buy |
|
|||||
|
2017
Q1 | $39K | Sell |
|
|||||
|
2016
Q4 | $40K | Sell |
|
|||||
|
2016
Q3 | $95K | Buy |
|
|||||
|
2016
Q2 | $35K | Sell |
|
|||||
|
2016
Q1 | $39K | Sell |
|
|||||
|
2015
Q4 | $42K | Sell |
|
|||||
|
2015
Q3 | $49K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $59K | Buy |
|
|||||
|
2014
Q4 | $52K | Sell |
|
|||||
|
2014
Q3 | $79K | Buy |
|
|||||
|
2014
Q2 | $63K | Sell |
|
|||||
|
2014
Q1 | $63K | Buy |
|
|||||
|
2013
Q4 | $49K | Buy |
|
|||||
|
2013
Q3 | $31K | Buy |
|
|||||
|
2013
Q2 | $14K | Buy |
|