Great Valley Advisor Group’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 | $255K | Buy |
+3,067
| New | +$255K | 0.01% | 793 |
|
|
2025
Q1 | – | Sell |
-42,755
| Closed | -$3.28M | – | 873 |
|
|
2024
Q4 | $3.28M | Buy |
42,755
+16,528
| +63% | +$1.27M | 0.07% | 244 |
|
|
2024
Q3 | $2.07M | Buy |
+26,227
| New | +$2.07M | 0.05% | 302 |
|
|
2024
Q2 | – | Sell |
-3,363
| Closed | -$247K | – | 780 |
|
|
2024
Q1 | $247K | Buy |
+3,363
| New | +$247K | 0.01% | 652 |
|
|
2022
Q4 | – | Sell |
-4,725
| Closed | -$262K | – | 693 |
|
|
2022
Q3 | $262K | Hold |
4,725
| – | – | 0.01% | 563 |
|
|
2022
Q2 | $283K | Sell |
4,725
-312
| -6% | -$18.7K | 0.02% | 559 |
|
|
2022
Q1 | $347K | Hold |
5,037
| – | – | 0.02% | 463 |
|
|
2021
Q4 | $367K | Buy |
+5,037
| New | +$367K | 0.02% | 450 |
|