HighTower Advisors’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 | $1.11M | Buy |
13,299
+3,790
| +40% | +$316K | ﹤0.01% | 1945 |
|
|
2025
Q1 | $727K | Sell |
9,509
-184
| -2% | -$14.1K | ﹤0.01% | 2176 |
|
|
2024
Q4 | $743K | Buy |
9,693
+30
| +0.3% | +$2.3K | ﹤0.01% | 2173 |
|
|
2024
Q3 | $761K | Sell |
9,663
-1,429
| -13% | -$113K | ﹤0.01% | 2097 |
|
|
2024
Q2 | $822K | Sell |
11,092
-338
| -3% | -$25K | ﹤0.01% | 1965 |
|
|
2024
Q1 | $833K | Buy |
11,430
+118
| +1% | +$8.6K | ﹤0.01% | 1911 |
|
|
2023
Q4 | $780K | Sell |
11,312
-346
| -3% | -$23.9K | ﹤0.01% | 1984 |
|
|
2023
Q3 | $743K | Buy |
11,658
+989
| +9% | +$63K | ﹤0.01% | 1954 |
|
|
2023
Q2 | $713K | Buy |
10,669
+2,615
| +32% | +$175K | ﹤0.01% | 1963 |
|
|
2023
Q1 | $512K | Sell |
8,054
-1,693
| -17% | -$108K | ﹤0.01% | 2080 |
|
|
2022
Q4 | $580K | Buy |
9,747
+1,734
| +22% | +$103K | ﹤0.01% | 2013 |
|
|
2022
Q3 | $444K | Sell |
8,013
-2,173
| -21% | -$120K | ﹤0.01% | 2082 |
|
|
2022
Q2 | $608K | Buy |
10,186
+2,364
| +30% | +$141K | ﹤0.01% | 1910 |
|
|
2022
Q1 | $541K | Buy |
7,822
+468
| +6% | +$32.4K | ﹤0.01% | 2113 |
|
|
2021
Q4 | $535K | Buy |
7,354
+2,234
| +44% | +$163K | ﹤0.01% | 2097 |
|
|
2021
Q3 | $355K | Sell |
5,120
-113
| -2% | -$7.84K | ﹤0.01% | 2291 |
|
|
2021
Q2 | $366K | Sell |
5,233
-1,853
| -26% | -$130K | ﹤0.01% | 2231 |
|
|
2021
Q1 | $477K | Buy |
7,086
+1,884
| +36% | +$127K | ﹤0.01% | 2001 |
|
|
2020
Q4 | $336K | Buy |
5,202
+1,268
| +32% | +$81.9K | ﹤0.01% | 1836 |
|
|
2020
Q3 | $232K | Sell |
3,934
-174
| -4% | -$10.3K | ﹤0.01% | 1969 |
|
|
2020
Q2 | $231K | Sell |
4,108
-568
| -12% | -$31.9K | ﹤0.01% | 1880 |
|
|
2020
Q1 | $221K | Buy |
4,676
+420
| +10% | +$19.9K | ﹤0.01% | 1713 |
|
|
2019
Q4 | $247K | Buy |
4,256
+117
| +3% | +$6.79K | ﹤0.01% | 1823 |
|
|
2019
Q3 | $229K | Buy |
4,139
+47
| +1% | +$2.6K | ﹤0.01% | 1972 |
|
|
2019
Q2 | $227K | Sell |
4,092
-3,319
| -45% | -$184K | ﹤0.01% | 1959 |
|
|
2019
Q1 | $397K | Sell |
7,411
-545
| -7% | -$29.2K | ﹤0.01% | 1574 |
|
|
2018
Q4 | $387K | Sell |
7,956
-422
| -5% | -$20.5K | ﹤0.01% | 1475 |
|
|
2018
Q3 | $461K | Buy |
8,378
+818
| +11% | +$45K | ﹤0.01% | 1494 |
|
|
2018
Q2 | $404K | Buy |
7,560
+1,287
| +21% | +$68.8K | ﹤0.01% | 1537 |
|
|
2018
Q1 | $336K | Buy |
6,273
+30
| +0.5% | +$1.61K | ﹤0.01% | 1616 |
|
|
2017
Q4 | $337K | Buy |
6,243
+564
| +10% | +$30.4K | ﹤0.01% | 1639 |
|
|
2017
Q3 | $305K | Sell |
5,679
-1,675
| -23% | -$90K | ﹤0.01% | 1673 |
|
|
2017
Q2 | $379K | Buy |
+7,354
| New | +$379K | ﹤0.01% | 1500 |
|