IA
Insight Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Sell |
10,000
-490
| -5% | -$40.9K | 0.13% | 102 |
|
|
2025
Q1 | $802K | Sell |
10,490
-2,741
| -21% | -$210K | 0.14% | 98 |
|
|
2024
Q4 | $1.01M | Sell |
13,231
-220
| -2% | -$16.9K | 0.17% | 85 |
|
|
2024
Q3 | $1.06M | Buy |
13,451
+110
| +0.8% | +$8.68K | 0.18% | 87 |
|
|
2024
Q2 | $998K | Buy |
13,341
+76
| +0.6% | +$5.68K | 0.18% | 86 |
|
|
2024
Q1 | $974K | Buy |
13,265
+1,023
| +8% | +$75.2K | 0.19% | 90 |
|
|
2023
Q4 | $845K | Buy |
12,242
+102
| +0.8% | +$7.04K | 0.18% | 93 |
|
|
2023
Q3 | $771K | Sell |
12,140
-307
| -2% | -$19.5K | 0.18% | 98 |
|
|
2023
Q2 | $826K | Buy |
12,447
+99
| +0.8% | +$6.57K | 0.18% | 93 |
|
|
2023
Q1 | $785K | Buy |
12,348
+184
| +2% | +$11.7K | 0.18% | 89 |
|
|
2022
Q4 | $728K | Sell |
12,164
-570
| -4% | -$34.1K | 0.25% | 100 |
|
|
2022
Q3 | $706K | Buy |
12,734
+1,172
| +10% | +$65K | 0.28% | 100 |
|
|
2022
Q2 | $730K | Sell |
11,562
-260
| -2% | -$16.4K | 0.25% | 105 |
|
|
2022
Q1 | $815K | Buy |
11,822
+1,027
| +10% | +$70.8K | 0.24% | 115 |
|
|
2021
Q4 | $786K | Buy |
10,795
+219
| +2% | +$15.9K | 0.23% | 105 |
|
|
2021
Q3 | $775K | Buy |
10,576
+1,763
| +20% | +$129K | 0.23% | 114 |
|
|
2021
Q2 | $626K | Buy |
8,813
+2,690
| +44% | +$191K | 0.2% | 135 |
|
|
2021
Q1 | $423K | Buy |
6,123
+23
| +0.4% | +$1.59K | 0.13% | 199 |
|
|
2020
Q4 | $391K | Buy |
+6,100
| New | +$391K | 0.15% | 174 |
|