Financial Advocates Investment Management’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 | $5.94M | Buy |
71,266
+2,010
| +3% | +$168K | 0.48% | 37 |
|
|
2025
Q1 | $5.3M | Buy |
69,256
+2,583
| +4% | +$198K | 0.37% | 53 |
|
|
2024
Q4 | $5.11M | Buy |
66,673
+8,630
| +15% | +$661K | 0.29% | 73 |
|
|
2024
Q3 | $5.2M | Buy |
58,043
+19,644
| +51% | +$1.76M | 0.29% | 77 |
|
|
2024
Q2 | $2.87M | Sell |
38,399
-3,116
| -8% | -$233K | 0.18% | 125 |
|
|
2024
Q1 | $3.59M | Buy |
41,515
+20,767
| +100% | +$1.8M | 0.21% | 111 |
|
|
2023
Q4 | $1.51M | Buy |
20,748
+6,932
| +50% | +$504K | 0.1% | 208 |
|
|
2023
Q3 | $893K | Buy |
13,816
+10,142
| +276% | +$655K | 0.06% | 290 |
|
|
2023
Q2 | $244K | Buy |
3,674
+377
| +11% | +$25K | 0.02% | 583 |
|
|
2023
Q1 | $210K | Buy |
+3,297
| New | +$210K | 0.02% | 664 |
|
|
2022
Q2 | – | Sell |
-2,991
| Closed | -$207K | – | 689 |
|
|
2022
Q1 | $207K | Hold |
2,991
| – | – | 0.01% | 675 |
|
|
2021
Q4 | $218K | Sell |
2,991
-95
| -3% | -$6.92K | 0.01% | 701 |
|
|
2021
Q3 | $272K | Buy |
3,086
+103
| +3% | +$9.08K | 0.02% | 627 |
|
|
2021
Q2 | $211K | Sell |
2,983
-118
| -4% | -$8.35K | 0.01% | 680 |
|
|
2021
Q1 | $208K | Sell |
3,101
-2,623
| -46% | -$176K | 0.01% | 690 |
|
|
2020
Q4 | $887K | Buy |
5,724
+2,203
| +63% | +$341K | 0.06% | 324 |
|
|
2020
Q3 | $204K | Sell |
3,521
-14,892
| -81% | -$863K | 0.02% | 574 |
|
|
2020
Q2 | $1.2M | Buy |
18,413
+13,209
| +254% | +$860K | 0.11% | 206 |
|
|
2020
Q1 | $247K | Buy |
5,204
+645
| +14% | +$30.6K | 0.04% | 389 |
|
|
2019
Q4 | $264K | Buy |
4,559
+204
| +5% | +$11.8K | 0.03% | 417 |
|
|
2019
Q3 | $239K | Buy |
4,355
+283
| +7% | +$15.5K | 0.03% | 422 |
|
|
2019
Q2 | $225K | Sell |
4,072
-464
| -10% | -$25.6K | 0.03% | 419 |
|
|
2019
Q1 | $243K | Buy |
+4,536
| New | +$243K | 0.03% | 398 |
|
|
2018
Q4 | – | Sell |
-4,934
| Closed | -$270K | – | 427 |
|
|
2018
Q3 | $270K | Buy |
4,934
+848
| +21% | +$46.4K | 0.03% | 417 |
|
|
2018
Q2 | $218K | Buy |
4,086
+131
| +3% | +$6.99K | 0.03% | 445 |
|
|
2018
Q1 | $212K | Buy |
+3,955
| New | +$212K | 0.03% | 442 |
|