Global Retirement Partners’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 | $527K | Buy |
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|
2025
Q2 | $486K | Buy |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $198K | Sell |
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|
2024
Q2 | $187K | Buy |
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|
2024
Q1 | $184K | Hold |
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|
2023
Q4 | $170K | Buy |
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|
2023
Q3 | $139K | Hold |
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|
2023
Q2 | $148K | Buy |
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|
2023
Q1 | $142K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $16K | Buy |
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|
2021
Q2 | $9K | Buy |
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|
2021
Q1 | $0 | Buy |
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