IFP Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Sell |
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|
2025
Q1 | $130K | Sell |
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|
2024
Q4 | $180K | Sell |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $112K | Buy |
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|
2024
Q1 | $108K | Sell |
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|
2023
Q4 | $103K | Sell |
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|
2023
Q3 | $199K | Sell |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $167K | Sell |
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|
2022
Q4 | $454K | Sell |
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|
2022
Q3 | $532K | Buy |
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|
2022
Q2 | $528K | Hold |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $336K | Buy |
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|
2020
Q3 | $231K | Buy |
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|
2020
Q2 | $212K | Sell |
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|
2020
Q1 | $190K | Buy |
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|
2019
Q4 | $225K | Sell |
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|
2019
Q3 | $223K | Buy |
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|
2019
Q1 | $131K | Sell |
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|
2018
Q4 | $146K | Sell |
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|
2018
Q3 | $314K | Sell |
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|
2018
Q2 | $358K | Sell |
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|
2018
Q1 | $393K | Hold |
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|
2017
Q4 | $393K | Sell |
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|
2017
Q3 | $486K | Buy |
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|
2017
Q2 | $448K | Sell |
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|
2017
Q1 | $700K | Buy |
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|
2016
Q4 | $548K | Buy |
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|
2016
Q3 | $476K | Sell |
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|
2016
Q2 | $745K | Buy |
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|
2016
Q1 | $131K | Sell |
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|
2015
Q4 | $764K | Buy |
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