Founders Financial Alliance’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 | $42.7K | Hold |
512
| – | – | 0.01% | 397 |
|
|
2025
Q1 | $39.2K | Sell |
512
-17
| -3% | -$1.3K | 0.01% | 461 |
|
|
2024
Q4 | $40.5K | Sell |
529
-750
| -59% | -$57.5K | 0.01% | 402 |
|
|
2024
Q3 | $101K | Hold |
1,279
| – | – | 0.03% | 333 |
|
|
2024
Q2 | $95.6K | Sell |
1,279
-103
| -7% | -$7.7K | 0.03% | 323 |
|
|
2024
Q1 | $102K | Hold |
1,382
| – | – | 0.03% | 318 |
|
|
2023
Q4 | $95.4K | Hold |
1,382
| – | – | 0.04% | 294 |
|
|
2023
Q3 | $87.7K | Buy |
1,382
+750
| +119% | +$47.6K | 0.04% | 280 |
|
|
2023
Q2 | $41.9K | Hold |
632
| – | – | 0.02% | 356 |
|
|
2023
Q1 | $40.2K | Sell |
632
-180
| -22% | -$11.4K | 0.02% | 320 |
|
|
2022
Q4 | $48.5K | Sell |
812
-938
| -54% | -$56K | 0.02% | 326 |
|
|
2022
Q3 | $97K | Buy |
1,750
+80
| +5% | +$4.43K | 0.05% | 259 |
|
|
2022
Q2 | $100K | Sell |
1,670
-126
| -7% | -$7.55K | 0.05% | 264 |
|
|
2022
Q1 | $124K | Sell |
1,796
-183
| -9% | -$12.6K | 0.06% | 247 |
|
|
2021
Q4 | $144K | Sell |
1,979
-310
| -14% | -$22.6K | 0.06% | 273 |
|
|
2021
Q3 | $160K | Buy |
2,289
+300
| +15% | +$21K | 0.07% | 242 |
|
|
2021
Q2 | $141K | Sell |
1,989
-80
| -4% | -$5.67K | 0.06% | 267 |
|
|
2021
Q1 | $140K | Buy |
2,069
+384
| +23% | +$26K | 0.07% | 249 |
|
|
2020
Q4 | $108K | Sell |
1,685
-210
| -11% | -$13.5K | 0.06% | 238 |
|
|
2020
Q3 | $110K | Buy |
+1,895
| New | +$110K | 0.07% | 241 |
|