Global Financial Private Client’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
Q2 | – | Sell |
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|
2025
Q1 | $101K | Hold |
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|
2024
Q4 | $102K | Hold |
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|
2024
Q3 | $105K | Hold |
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|
2024
Q2 | $99.1K | Hold |
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|
2024
Q1 | $97K | Hold |
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|
2023
Q4 | $91.5K | Hold |
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|
2023
Q3 | $83.6K | Hold |
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|
2023
Q2 | $87.9K | Hold |
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|
2023
Q1 | $84.7K | Hold |
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|
2022
Q4 | $79.2K | Hold |
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|
2022
Q3 | $74.9K | Hold |
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|
2022
Q2 | $79.8K | Sell |
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|
2022
Q1 | $97K | Hold |
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|
2021
Q4 | $102K | Hold |
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|
2021
Q3 | $98.1K | Hold |
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|
2021
Q2 | $99.2K | Hold |
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|
2021
Q1 | $94.5K | Hold |
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|
2020
Q4 | $89.9K | Hold |
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|
2020
Q3 | $81.5K | Hold |
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|
2020
Q2 | $77K | Sell |
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|
2020
Q1 | $67.2K | Hold |
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|
2019
Q4 | $84.7K | Buy |
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