Dynamic Advisor Solutions’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 | $1.83M | Buy |
|
|||||
|
2025
Q2 | $1.63M | Buy |
|
|||||
|
2025
Q1 | $860K | Sell |
|
|||||
|
2024
Q4 | $1.42M | Buy |
|
|||||
|
2024
Q3 | $764K | Buy |
|
|||||
|
2024
Q2 | $632K | Sell |
|
|||||
|
2024
Q1 | $4.15M | Buy |
|
|||||
|
2023
Q4 | $924K | Buy |
|
|||||
|
2023
Q3 | $857K | Buy |
|
|||||
|
2023
Q2 | $745K | Buy |
|
|||||
|
2023
Q1 | $203K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $203K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $396K | Buy |
|