Diversified Trust’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 | $927K | Buy |
|
|||||
|
2025
Q2 | $838K | Sell |
|
|||||
|
2025
Q1 | $879K | Buy |
|
|||||
|
2024
Q4 | $876K | Sell |
|
|||||
|
2024
Q3 | $915K | Sell |
|
|||||
|
2024
Q2 | $971K | Buy |
|
|||||
|
2024
Q1 | $913K | Buy |
|
|||||
|
2023
Q4 | $771K | Buy |
|
|||||
|
2023
Q3 | $665K | Sell |
|
|||||
|
2023
Q2 | $744K | Buy |
|
|||||
|
2023
Q1 | $705K | Buy |
|
|||||
|
2022
Q4 | $631K | Buy |
|
|||||
|
2022
Q3 | $543K | Buy |
|
|||||
|
2022
Q2 | $572K | Buy |
|
|||||
|
2022
Q1 | $600K | Buy |
|
|||||
|
2021
Q4 | $543K | Buy |
|
|||||
|
2021
Q3 | $472K | Buy |
|
|||||
|
2021
Q2 | $433K | Sell |
|
|||||
|
2021
Q1 | $413K | Buy |
|
|||||
|
2020
Q4 | $344K | Buy |
|
|||||
|
2020
Q3 | $300K | Buy |
|
|||||
|
2020
Q2 | $283K | Buy |
|
|||||
|
2020
Q1 | $216K | Buy |
|
|||||
|
2019
Q4 | $232K | Buy |
|