Janney Capital Management’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
Q1 | – | Sell |
-3,562
| Closed | -$273K | – | 232 |
|
2024
Q4 | $273K | Buy |
+3,562
| New | +$273K | 0.02% | 215 |
|
2024
Q1 | – | Sell |
-4,404
| Closed | -$304K | – | 236 |
|
2023
Q4 | $304K | Buy |
+4,404
| New | +$304K | 0.02% | 204 |
|
2019
Q1 | – | Sell |
-32,282
| Closed | -$1.57M | – | 204 |
|
2018
Q4 | $1.57M | Buy |
+32,282
| New | +$1.57M | 0.08% | 104 |
|
2017
Q1 | – | Sell |
-10,503
| Closed | -$495K | – | 179 |
|
2016
Q4 | $495K | Buy |
+10,503
| New | +$495K | 0.02% | 129 |
|
2016
Q1 | – | Sell |
-65,101
| Closed | -$2.92M | – | 151 |
|
2015
Q4 | $2.92M | Buy |
+65,101
| New | +$2.92M | 0.13% | 107 |
|