Dynamic Advisor Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
19,522
+8,282
| +74% | +$691K | 0.05% | 341 |
|
|
2025
Q1 | $860K | Sell |
11,240
-7,346
| -40% | -$562K | 0.03% | 458 |
|
|
2024
Q4 | $1.42M | Buy |
18,586
+8,903
| +92% | +$682K | 0.06% | 258 |
|
|
2024
Q3 | $764K | Buy |
9,683
+1,238
| +15% | +$97.7K | 0.02% | 521 |
|
|
2024
Q2 | $632K | Sell |
8,445
-48,043
| -85% | -$3.59M | 0.02% | 570 |
|
|
2024
Q1 | $4.15M | Buy |
56,488
+42,904
| +316% | +$3.15M | 0.14% | 189 |
|
|
2023
Q4 | $924K | Buy |
13,584
+80
| +0.6% | +$5.44K | 0.03% | 429 |
|
|
2023
Q3 | $857K | Buy |
13,504
+2,270
| +20% | +$144K | 0.04% | 389 |
|
|
2023
Q2 | $745K | Buy |
11,234
+8,040
| +252% | +$533K | 0.04% | 407 |
|
|
2023
Q1 | $203K | Buy |
+3,194
| New | +$203K | 0.01% | 696 |
|
|
2021
Q1 | – | Sell |
-3,158
| Closed | -$203K | – | 656 |
|
|
2020
Q4 | $203K | Buy |
+3,158
| New | +$203K | 0.02% | 598 |
|
|
2018
Q4 | – | Sell |
-7,245
| Closed | -$396K | – | 394 |
|
|
2018
Q3 | $396K | Buy |
+7,245
| New | +$396K | 0.08% | 253 |
|