Founders Financial Alliance’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
2025
Q3
$45.1K Hold
2025
Q2
$42.7K Hold
2025
Q1
$39.2K Sell
2024
Q4
$40.5K Sell
2024
Q3
$101K Hold
2024
Q2
$95.6K Sell
2024
Q1
$102K Hold
2023
Q4
$95.4K Hold
2023
Q3
$87.7K Buy
2023
Q2
$41.9K Hold
2023
Q1
$40.2K Sell
2022
Q4
$48.5K Sell
2022
Q3
$97K Buy
2022
Q2
$100K Sell
2022
Q1
$124K Sell
2021
Q4
$144K Sell
2021
Q3
$160K Buy
2021
Q2
$141K Sell
2021
Q1
$140K Buy
2020
Q4
$108K Sell
2020
Q3
$110K Buy