Great Valley Advisor Group’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 | $307K | Buy |
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|
2025
Q2 | $255K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.28M | Buy |
|
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|
2024
Q3 | $2.07M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $247K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $367K | Buy |
|