HHGA
Halbert Hargrove Global Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
3,595
-46
| -1% | -$3.84K | 0.02% | 59 |
|
|
2025
Q1 | $279K | Sell |
3,641
-184
| -5% | -$14.1K | 0.02% | 63 |
|
|
2024
Q4 | $293K | Buy |
3,825
+314
| +9% | +$24.1K | 0.02% | 64 |
|
|
2024
Q3 | $277K | Sell |
3,511
-257
| -7% | -$20.3K | 0.02% | 63 |
|
|
2024
Q2 | $282K | Sell |
3,768
-320
| -8% | -$23.9K | 0.02% | 65 |
|
|
2024
Q1 | $300K | Sell |
4,088
-120
| -3% | -$8.81K | 0.02% | 68 |
|
|
2023
Q4 | $291K | Buy |
4,208
+588
| +16% | +$40.6K | 0.02% | 72 |
|
|
2023
Q3 | $230K | Buy |
3,620
+318
| +10% | +$20.2K | 0.02% | 81 |
|
|
2023
Q2 | $219K | Buy |
3,302
+22
| +0.7% | +$1.46K | 0.02% | 79 |
|
|
2023
Q1 | $209K | Sell |
3,280
-162
| -5% | -$10.3K | 0.01% | 150 |
|
|
2022
Q4 | $206K | Buy |
+3,442
| New | +$206K | 0.01% | 148 |
|
|
2022
Q1 | – | Sell |
-2,944
| Closed | -$214K | – | 159 |
|
|
2021
Q4 | $214K | Buy |
+2,944
| New | +$214K | 0.01% | 145 |
|