Ironwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-52
| Closed | -$4K | – | 141 |
|
|
2021
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 444 |
|
|
2021
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 441 |
|
|
2021
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 441 |
|
|
2020
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 404 |
|
|
2020
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 338 |
|
|
2020
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 307 |
|
|
2019
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 327 |
|
|
2019
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 329 |
|
|
2019
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 330 |
|
|
2019
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 327 |
|
|
2018
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 321 |
|
|
2018
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 317 |
|
|
2018
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 246 |
|
|
2018
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 220 |
|
|
2017
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 221 |
|
|
2017
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 231 |
|
|
2017
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 225 |
|
|
2017
Q1 | $3K | Buy |
52
+4
| +8% | +$231 | ﹤0.01% | 224 |
|
|
2016
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 237 |
|
|
2016
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 239 |
|
|
2016
Q2 | $2K | Buy |
48
+2
| +4% | +$83 | ﹤0.01% | 242 |
|
|
2016
Q1 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 242 |
|
|
2015
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 321 |
|
|
2015
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 290 |
|
|
2015
Q1 | $2K | Buy |
46
+11
| +31% | +$478 | ﹤0.01% | 288 |
|
|
2014
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 248 |
|