Greystone Financial 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 | $1.88M | Buy |
22,499
+385
| +2% | +$32.1K | 0.31% | 50 |
|
|
2025
Q1 | $1.69M | Buy |
22,114
+142
| +0.6% | +$10.9K | 0.31% | 55 |
|
|
2024
Q4 | $1.68M | Sell |
21,972
-278
| -1% | -$21.3K | 0.29% | 56 |
|
|
2024
Q3 | $1.76M | Buy |
22,250
+87
| +0.4% | +$6.87K | 0.31% | 54 |
|
|
2024
Q2 | $1.66M | Sell |
22,163
-99
| -0.4% | -$7.4K | 0.32% | 51 |
|
|
2024
Q1 | $1.64M | Buy |
22,262
+2,514
| +13% | +$185K | 0.33% | 50 |
|
|
2023
Q4 | $1.36M | Sell |
19,748
-164
| -0.8% | -$11.3K | 0.32% | 53 |
|
|
2023
Q3 | $1.26M | Sell |
19,912
-640
| -3% | -$40.6K | 0.32% | 53 |
|
|
2023
Q2 | $1.36M | Buy |
20,552
+134
| +0.7% | +$8.89K | 0.32% | 54 |
|
|
2023
Q1 | $1.3M | Sell |
20,418
-98
| -0.5% | -$6.23K | 0.33% | 49 |
|
|
2022
Q4 | $1.23M | Buy |
+20,516
| New | +$1.23M | 0.36% | 43 |
|
|
2022
Q3 | – | Sell |
-18,525
| Closed | -$1.11M | – | 71 |
|
|
2022
Q2 | $1.11M | Sell |
18,525
-198
| -1% | -$11.9K | 0.35% | 49 |
|
|
2022
Q1 | $1.29M | Sell |
18,723
-219
| -1% | -$15.1K | 0.33% | 56 |
|
|
2021
Q4 | $1.38M | Buy |
18,942
+3,692
| +24% | +$269K | 0.33% | 60 |
|
|
2021
Q3 | $1.07M | Sell |
15,250
-4,269
| -22% | -$298K | 0.32% | 61 |
|
|
2021
Q2 | $1.38M | Buy |
19,519
+8
| +0% | +$565 | 0.34% | 58 |
|
|
2021
Q1 | $1.35M | Buy |
19,511
+950
| +5% | +$65.5K | 0.34% | 55 |
|
|
2020
Q4 | $1.24M | Buy |
+18,561
| New | +$1.24M | 0.34% | 57 |
|