JFS Wealth 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 | $371K | Buy |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $313K | Buy |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $469K | Buy |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $454K | Hold |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $478K | Sell |
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|
2021
Q2 | $536K | Buy |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $324K | Buy |
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|
2020
Q3 | $292K | Buy |
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|
2020
Q2 | $269K | Buy |
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|
2020
Q1 | $222K | Hold |
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|
2019
Q4 | $271K | Sell |
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|
2019
Q3 | $486K | Buy |
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|
2019
Q2 | $486K | Buy |
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|
2019
Q1 | $466K | Buy |
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|
2018
Q4 | $421K | Buy |
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|
2018
Q3 | $424K | Buy |
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|
2018
Q2 | $413K | Buy |
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|
2018
Q1 | $391K | Buy |
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|
2017
Q4 | $387K | Buy |
|
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|
2017
Q3 | $384K | Buy |
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|
2017
Q2 | $371K | Buy |
|
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|
2017
Q1 | $326K | Hold |
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|
2016
Q4 | $326K | Sell |
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|
2016
Q3 | $331K | Sell |
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|
2016
Q2 | $408K | Buy |
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|
2016
Q1 | $314K | Buy |
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|
2015
Q4 | $306K | Buy |
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