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 |
|