IFG Advisory’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 | $905K | Buy |
10,852
+2,609
| +32% | +$218K | 0.05% | 368 |
|
|
2025
Q1 | $631K | Buy |
8,243
+726
| +10% | +$55.5K | 0.03% | 388 |
|
|
2024
Q4 | $576K | Buy |
+7,517
| New | +$576K | 0.03% | 387 |
|
|
2024
Q3 | – | Sell |
-6,298
| Closed | -$471K | – | 398 |
|
|
2024
Q2 | $471K | Buy |
+6,298
| New | +$471K | 0.03% | 409 |
|
|
2021
Q4 | – | Sell |
-2,991
| Closed | -$208K | – | 498 |
|
|
2021
Q3 | $208K | Hold |
2,991
| – | – | 0.02% | 460 |
|
|
2021
Q2 | $211K | Sell |
2,991
-155
| -5% | -$10.9K | 0.02% | 451 |
|
|
2021
Q1 | $210K | Buy |
+3,146
| New | +$210K | 0.03% | 454 |
|
|
2020
Q1 | – | Sell |
-6,436
| Closed | -$373K | – | 359 |
|
|
2019
Q4 | $373K | Buy |
+6,436
| New | +$373K | 0.07% | 281 |
|