Halbert Hargrove Global Advisors’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 | $317K | Buy |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $214K | Buy |
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