FSG
Financial Strategies Group’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 | $320K | Sell |
3,847
-979
| -20% | -$81.3K | 0.07% | 82 |
|
|
2025
Q1 | $358K | Buy |
4,826
+681
| +16% | +$50.6K | 0.08% | 76 |
|
|
2024
Q4 | $314K | Buy |
4,145
+39
| +0.9% | +$2.95K | 0.08% | 83 |
|
|
2024
Q3 | $324K | Buy |
4,106
+121
| +3% | +$9.55K | 0.08% | 80 |
|
|
2024
Q2 | $300K | Sell |
3,985
-356
| -8% | -$26.8K | 0.08% | 75 |
|
|
2024
Q1 | $317K | Sell |
4,341
-188
| -4% | -$13.7K | 0.09% | 63 |
|
|
2023
Q4 | $313K | Sell |
4,529
-295
| -6% | -$20.4K | 0.09% | 63 |
|
|
2023
Q3 | $307K | Sell |
4,824
-764
| -14% | -$48.6K | 0.1% | 64 |
|
|
2023
Q2 | $371K | Sell |
5,588
-727
| -12% | -$48.2K | 0.12% | 57 |
|
|
2023
Q1 | $402K | Sell |
6,315
-912
| -13% | -$58K | 0.15% | 57 |
|
|
2022
Q4 | $432K | Buy |
7,227
+357
| +5% | +$21.3K | 0.18% | 56 |
|
|
2022
Q3 | $381K | Buy |
6,870
+813
| +13% | +$45.1K | 0.17% | 59 |
|
|
2022
Q2 | $363K | Buy |
6,057
+113
| +2% | +$6.77K | 0.15% | 66 |
|
|
2022
Q1 | $410K | Buy |
5,944
+509
| +9% | +$35.1K | 0.16% | 61 |
|
|
2021
Q4 | $396K | Sell |
5,435
-1,550
| -22% | -$113K | 0.16% | 58 |
|
|
2021
Q3 | $488K | Buy |
6,985
+294
| +4% | +$20.5K | 0.22% | 45 |
|
|
2021
Q2 | $473K | Buy |
6,691
+377
| +6% | +$26.7K | 0.22% | 43 |
|
|
2021
Q1 | $423K | Buy |
6,314
+596
| +10% | +$39.9K | 0.22% | 42 |
|
|
2020
Q4 | $367K | Buy |
5,718
+439
| +8% | +$28.2K | 0.2% | 40 |
|
|
2020
Q3 | $306K | Buy |
5,279
+602
| +13% | +$34.9K | 0.21% | 42 |
|
|
2020
Q2 | $257K | Buy |
4,677
+238
| +5% | +$13.1K | 0.19% | 38 |
|
|
2020
Q1 | $211K | Buy |
+4,439
| New | +$211K | 0.19% | 39 |
|