Jones Financial Companies’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 | $219K | Buy |
2,636
+1,190
| +82% | +$98.8K | ﹤0.01% | 1625 |
|
|
2025
Q1 | $110K | Buy |
1,446
+416
| +40% | +$31.7K | ﹤0.01% | 1729 |
|
|
2024
Q4 | $78.9K | Buy |
1,030
+156
| +18% | +$12K | ﹤0.01% | 1712 |
|
|
2024
Q3 | $69K | Buy |
874
+522
| +148% | +$41.2K | ﹤0.01% | 1521 |
|
|
2024
Q2 | $26.3K | Hold |
352
| – | – | ﹤0.01% | 1464 |
|
|
2024
Q1 | $25.9K | Buy |
+352
| New | +$25.9K | ﹤0.01% | 851 |
|