Janney Montgomery Scott’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 | $514K | Buy |
6,166
+2,226
| +56% | +$186K | ﹤0.01% | 1984 |
|
|
2025
Q1 | $301K | Sell |
3,940
-35,375
| -90% | -$2.7M | ﹤0.01% | 2303 |
|
|
2024
Q4 | $3.01M | Buy |
39,315
+35,614
| +962% | +$2.73M | 0.01% | 986 |
|
|
2024
Q3 | $292K | Sell |
3,701
-176
| -5% | -$13.9K | ﹤0.01% | 2302 |
|
|
2024
Q2 | $290K | Buy |
+3,877
| New | +$290K | ﹤0.01% | 2230 |
|
|
2024
Q1 | – | Sell |
-7,345
| Closed | -$507K | – | 2719 |
|
|
2023
Q4 | $507K | Sell |
7,345
-9,026
| -55% | -$623K | ﹤0.01% | 1881 |
|
|
2023
Q3 | $1.04M | Buy |
16,371
+12,419
| +314% | +$788K | ﹤0.01% | 1319 |
|
|
2023
Q2 | $262K | Sell |
3,952
-6,314
| -62% | -$419K | ﹤0.01% | 2312 |
|
|
2023
Q1 | $653K | Sell |
10,266
-91,686
| -90% | -$5.83M | ﹤0.01% | 1558 |
|
|
2022
Q4 | $6.09M | Buy |
101,952
+79,473
| +354% | +$4.75M | 0.02% | 601 |
|
|
2022
Q3 | $1.25M | Sell |
22,479
-21,586
| -49% | -$1.2M | 0.01% | 1204 |
|
|
2022
Q2 | $2.64M | Buy |
+44,065
| New | +$2.64M | 0.01% | 815 |
|
|
2019
Q1 | – | Sell |
-11,636
| Closed | -$565K | – | 1997 |
|
|
2018
Q4 | $565K | Buy |
+11,636
| New | +$565K | 0.01% | 1225 |
|