IFP 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 | $138K | Sell |
1,655
-49
| -3% | -$4.09K | ﹤0.01% | 1462 |
|
|
2025
Q1 | $130K | Sell |
1,704
-644
| -27% | -$49.3K | ﹤0.01% | 1383 |
|
|
2024
Q4 | $180K | Sell |
2,348
-3,192
| -58% | -$245K | 0.01% | 1168 |
|
|
2024
Q3 | $437K | Buy |
5,540
+4,039
| +269% | +$319K | 0.02% | 744 |
|
|
2024
Q2 | $112K | Buy |
1,501
+25
| +2% | +$1.87K | ﹤0.01% | 1316 |
|
|
2024
Q1 | $108K | Sell |
1,476
-13
| -0.9% | -$955 | ﹤0.01% | 1258 |
|
|
2023
Q4 | $103K | Sell |
1,489
-1,641
| -52% | -$113K | ﹤0.01% | 1232 |
|
|
2023
Q3 | $199K | Sell |
3,130
-223
| -7% | -$14.2K | 0.01% | 966 |
|
|
2023
Q2 | $223K | Buy |
3,353
+260
| +8% | +$17.3K | 0.01% | 965 |
|
|
2023
Q1 | $167K | Sell |
3,093
-5,155
| -63% | -$279K | 0.01% | 1018 |
|
|
2022
Q4 | $454K | Sell |
8,248
-1,396
| -14% | -$76.8K | 0.01% | 935 |
|
|
2022
Q3 | $532K | Buy |
9,644
+46
| +0.5% | +$2.54K | 0.01% | 906 |
|
|
2022
Q2 | $528K | Hold |
9,598
| – | – | 0.02% | 822 |
|
|
2022
Q1 | $528K | Buy |
9,598
+5,297
| +123% | +$291K | 0.02% | 822 |
|
|
2021
Q4 | $319K | Buy |
4,301
+4
| +0.1% | +$297 | 0.01% | 746 |
|
|
2021
Q3 | $306K | Buy |
4,297
+144
| +3% | +$10.3K | 0.01% | 732 |
|
|
2021
Q2 | $292K | Buy |
4,153
+316
| +8% | +$22.2K | 0.01% | 733 |
|
|
2021
Q1 | $255K | Sell |
3,837
-1,477
| -28% | -$98.2K | 0.01% | 731 |
|
|
2020
Q4 | $336K | Buy |
5,314
+1,290
| +32% | +$81.6K | 0.01% | 624 |
|
|
2020
Q3 | $231K | Buy |
4,024
+102
| +3% | +$5.86K | 0.01% | 651 |
|
|
2020
Q2 | $212K | Sell |
3,922
-27
| -0.7% | -$1.46K | 0.02% | 645 |
|
|
2020
Q1 | $190K | Buy |
3,949
+50
| +1% | +$2.41K | 0.02% | 588 |
|
|
2019
Q4 | $225K | Sell |
3,899
-164
| -4% | -$9.46K | 0.02% | 630 |
|
|
2019
Q3 | $223K | Buy |
+4,063
| New | +$223K | 0.01% | 734 |
|
|
2019
Q1 | $131K | Sell |
2,456
-555
| -18% | -$29.6K | 0.02% | 597 |
|
|
2018
Q4 | $146K | Sell |
3,011
-2,740
| -48% | -$133K | 0.01% | 996 |
|
|
2018
Q3 | $314K | Sell |
5,751
-945
| -14% | -$51.6K | 0.01% | 868 |
|
|
2018
Q2 | $358K | Sell |
6,696
-594
| -8% | -$31.8K | 0.02% | 800 |
|
|
2018
Q1 | $393K | Hold |
7,290
| – | – | 0.02% | 716 |
|
|
2017
Q4 | $393K | Sell |
7,290
-1,783
| -20% | -$96.1K | 0.02% | 712 |
|
|
2017
Q3 | $486K | Buy |
9,073
+415
| +5% | +$22.2K | 0.02% | 703 |
|
|
2017
Q2 | $448K | Sell |
8,658
-5,362
| -38% | -$277K | 0.02% | 721 |
|
|
2017
Q1 | $700K | Buy |
14,020
+2,416
| +21% | +$121K | 0.03% | 539 |
|
|
2016
Q4 | $548K | Buy |
11,604
+1,574
| +16% | +$74.3K | 0.03% | 581 |
|
|
2016
Q3 | $476K | Sell |
10,030
-6,208
| -38% | -$295K | 0.02% | 580 |
|
|
2016
Q2 | $745K | Buy |
16,238
+13,782
| +561% | +$632K | 0.04% | 423 |
|
|
2016
Q1 | $131K | Sell |
2,456
-14,586
| -86% | -$778K | 0.02% | 597 |
|
|
2015
Q4 | $764K | Buy |
+17,042
| New | +$764K | 0.05% | 371 |
|