HUB Investment Partners’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 |
-2,733
| Closed | -$209K | – | 635 |
|
|
2025
Q1 | $209K | Hold |
2,733
| – | – | 0.01% | 502 |
|
|
2024
Q4 | $209K | Buy |
2,733
+8
| +0.3% | +$613 | 0.01% | 486 |
|
|
2024
Q3 | $215K | Sell |
2,725
-2,903
| -52% | -$229K | 0.01% | 454 |
|
|
2024
Q2 | $421K | Buy |
5,628
+1,741
| +45% | +$130K | 0.02% | 303 |
|
|
2024
Q1 | $286K | Buy |
+3,887
| New | +$286K | 0.02% | 357 |
|