JNBA Financial 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 | $527K | Sell |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $582K | Sell |
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|
2023
Q4 | $873K | Buy |
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|
2023
Q3 | $762K | Buy |
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|
2023
Q2 | $793K | Buy |
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|
2023
Q1 | $722K | Sell |
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|
2022
Q4 | $717K | Sell |
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|
2022
Q3 | $674K | Buy |
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|
2022
Q2 | $650K | Buy |
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|
2022
Q1 | $745K | Buy |
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|
2021
Q4 | $735K | Sell |
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|
2021
Q3 | $705K | Buy |
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|
2021
Q2 | $708K | Sell |
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|
2021
Q1 | $706K | Sell |
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|
2020
Q4 | $693K | Buy |
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|
2020
Q3 | $14K | Buy |
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|
2020
Q2 | $13K | Sell |
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|
2020
Q1 | $582K | Buy |
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|
2019
Q4 | $25K | Buy |
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|
2019
Q3 | $24K | Buy |
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|
2019
Q2 | $24K | Sell |
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|
2019
Q1 | $27K | Sell |
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|
2018
Q4 | $959K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $983K | Buy |
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|
2018
Q1 | $913K | Buy |
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|
2017
Q4 | $853K | Buy |
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|
2017
Q3 | $800K | Buy |
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|
2017
Q2 | $757K | Sell |
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|
2017
Q1 | $737K | Buy |
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|
2016
Q4 | $661K | Buy |
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