Hantz Financial Services’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
Sell
-3,587
Closed -$274K 2174
2025
Q1
$274K Buy
+3,587
New +$274K ﹤0.01% 542
2024
Q3
Sell
-467
Closed -$35K 1065
2024
Q2
$35K Buy
+467
New +$35K ﹤0.01% 687
2024
Q1
Sell
-1,035
Closed -$71K 1189
2023
Q4
$71K Buy
+1,035
New +$71K ﹤0.01% 625
2023
Q1
Sell
-434
Closed -$26K 1104
2022
Q4
$26K Buy
+434
New +$26K ﹤0.01% 652