Global Retirement Partners’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 | $486K | Buy |
+5,833
| New | +$486K | 0.01% | 723 |
|
|
2024
Q4 | $349K | Buy |
4,552
+2,049
| +82% | +$157K | 0.01% | 745 |
|
|
2024
Q3 | $198K | Sell |
2,503
-2
| -0.1% | -$158 | 0.01% | 916 |
|
|
2024
Q2 | $187K | Buy |
2,505
+5
| +0.2% | +$374 | 0.01% | 912 |
|
|
2024
Q1 | $184K | Hold |
2,500
| – | – | 0.01% | 824 |
|
|
2023
Q4 | $170K | Buy |
2,500
+266
| +12% | +$18.1K | 0.01% | 819 |
|
|
2023
Q3 | $139K | Hold |
2,234
| – | – | 0.01% | 812 |
|
|
2023
Q2 | $148K | Buy |
2,234
+3
| +0.1% | +$199 | 0.01% | 803 |
|
|
2023
Q1 | $142K | Buy |
+2,231
| New | +$142K | 0.01% | 796 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$1K | – | 2674 |
|
|
2022
Q2 | $1K | Sell |
15
-30
| -67% | -$2K | ﹤0.01% | 2334 |
|
|
2022
Q1 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 2020 |
|
|
2021
Q4 | – | Sell |
-223
| Closed | -$16K | – | 322 |
|
|
2021
Q3 | $16K | Buy |
223
+92
| +70% | +$6.6K | ﹤0.01% | 1266 |
|
|
2021
Q2 | $9K | Buy |
131
+125
| +2,083% | +$8.59K | ﹤0.01% | 1386 |
|
|
2021
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1762 |
|