CX Institutional’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 | $8.27M | Sell |
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|
2025
Q2 | $39.8M | Buy |
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|
2025
Q1 | $62K | Sell |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $336K | Buy |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $997K | Buy |
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|
2020
Q1 | $849K | Buy |
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|
2019
Q4 | $800K | Buy |
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|
2019
Q3 | $754K | Buy |
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|
2019
Q2 | $741K | Buy |
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|
2019
Q1 | $677K | Sell |
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|
2018
Q4 | $666K | Buy |
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|
2018
Q3 | $610K | Buy |
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|
2018
Q2 | $493K | Buy |
|