Creekmur Asset Management’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 | $3.89K | Buy |
47
+1
| +2% | +$83 | ﹤0.01% | 595 |
|
|
2025
Q1 | $3.55K | Sell |
46
-112
| -71% | -$8.65K | ﹤0.01% | 567 |
|
|
2024
Q4 | $12.1K | Buy |
158
+2
| +1% | +$153 | ﹤0.01% | 401 |
|
|
2024
Q3 | $12.3K | Buy |
156
+1
| +0.6% | +$79 | ﹤0.01% | 412 |
|
|
2024
Q2 | $11.6K | Buy |
155
+1
| +0.6% | +$75 | ﹤0.01% | 475 |
|
|
2024
Q1 | $11.3K | Hold |
154
| – | – | ﹤0.01% | 475 |
|
|
2023
Q4 | $10.7K | Buy |
+154
| New | +$10.7K | ﹤0.01% | 520 |
|