Divergent 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
$441K Buy
2025
Q2
$411K Buy
2025
Q1
$364K Buy
2024
Q4
$358K Buy
2024
Q3
$368K Buy
2024
Q2
$292K Sell
2024
Q1
$293K Buy
2023
Q4
$274K Sell
2023
Q3
$254K Sell
2023
Q2
$283K Sell
2023
Q1
$343K Sell
2022
Q4
$356K Sell
2022
Q3
$377K Sell
2022
Q2
$409K Sell
2022
Q1
$481K Sell
2021
Q4
$546K Sell
2021
Q3
$631K Sell
2021
Q2
$641K Buy
2021
Q1
$629K Buy
2020
Q4
$576K Buy