First Ascent Asset Management’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
2023
Q4
$5.49M Buy
2023
Q3
$4.7M Buy
2023
Q2
$4.42M Buy
2023
Q1
$3.59M Sell
2022
Q4
$3.67M Buy
2022
Q3
$2.98M Buy
2022
Q2
$2.92M Buy
2022
Q1
$2.81M Buy
2021
Q4
$2.62M Sell
2021
Q3
$3.08M Buy
2021
Q2
$2.31M Buy
2021
Q1
$1.97M Buy
2020
Q4
$1.68M Buy
2020
Q3
$1.45M Buy
2020
Q2
Sell
2020
Q1
$805K Buy