Farther Finance Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
24,510
+16,884
| +221% | +$1.41M | 0.04% | 357 |
|
|
2025
Q1 | $585K | Buy |
7,626
+1,682
| +28% | +$129K | 0.01% | 719 |
|
|
2024
Q4 | $455K | Buy |
5,944
+5,203
| +702% | +$399K | 0.02% | 622 |
|
|
2024
Q3 | $58.5K | Buy |
741
+9
| +1% | +$710 | ﹤0.01% | 1565 |
|
|
2024
Q2 | $54.8K | Buy |
732
+99
| +16% | +$7.41K | ﹤0.01% | 1383 |
|
|
2024
Q1 | $46.3K | Buy |
633
+37
| +6% | +$2.71K | ﹤0.01% | 1218 |
|
|
2023
Q4 | $41.2K | Buy |
596
+98
| +20% | +$6.77K | ﹤0.01% | 1109 |
|
|
2023
Q3 | $31.6K | Buy |
498
+352
| +241% | +$22.3K | 0.01% | 947 |
|
|
2023
Q2 | $9.69K | Buy |
146
+145
| +14,500% | +$9.62K | ﹤0.01% | 1209 |
|
|
2023
Q1 | $64 | Hold |
1
| – | – | ﹤0.01% | 2307 |
|
|
2022
Q4 | $60 | Buy |
+1
| New | +$60 | ﹤0.01% | 2152 |
|