JPMorgan Chase & Co’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 | $3.92M | Buy |
47,011
+6,945
| +17% | +$579K | ﹤0.01% | 2870 |
|
|
2025
Q1 | $3.07M | Sell |
40,066
-418
| -1% | -$32K | ﹤0.01% | 2999 |
|
|
2024
Q4 | $3.1M | Sell |
40,484
-6
| -0% | -$460 | ﹤0.01% | 3117 |
|
|
2024
Q3 | $3.2M | Buy |
40,490
+1,966
| +5% | +$155K | ﹤0.01% | 2923 |
|
|
2024
Q2 | $2.88M | Buy |
38,524
+23,144
| +150% | +$1.73M | ﹤0.01% | 2859 |
|
|
2024
Q1 | $1.13M | Buy |
15,380
+5,399
| +54% | +$397K | ﹤0.01% | 3494 |
|
|
2023
Q4 | $689K | Buy |
9,981
+7,488
| +300% | +$517K | ﹤0.01% | 3730 |
|
|
2023
Q3 | $158K | Sell |
2,493
-6,981
| -74% | -$443K | ﹤0.01% | 4362 |
|
|
2023
Q2 | $629K | Sell |
9,474
-2,300
| -20% | -$153K | ﹤0.01% | 3665 |
|
|
2023
Q1 | $749K | Buy |
11,774
+8,463
| +256% | +$538K | ﹤0.01% | 3612 |
|
|
2022
Q4 | $198K | Buy |
3,311
+832
| +34% | +$49.8K | ﹤0.01% | 4212 |
|
|
2022
Q3 | $137K | Buy |
2,479
+202
| +9% | +$11.2K | ﹤0.01% | 4334 |
|
|
2022
Q2 | $136K | Buy |
2,277
+134
| +6% | +$8K | ﹤0.01% | 4500 |
|
|
2022
Q1 | $148K | Buy |
2,143
+412
| +24% | +$28.5K | ﹤0.01% | 4579 |
|
|
2021
Q4 | $126K | Buy |
1,731
+326
| +23% | +$23.7K | ﹤0.01% | 4733 |
|
|
2021
Q3 | $98K | Buy |
1,405
+275
| +24% | +$19.2K | ﹤0.01% | 4724 |
|
|
2021
Q2 | $79K | Sell |
1,130
-67
| -6% | -$4.68K | ﹤0.01% | 4838 |
|
|
2021
Q1 | $80K | Buy |
1,197
+884
| +282% | +$59.1K | ﹤0.01% | 4698 |
|
|
2020
Q4 | $20K | Buy |
+313
| New | +$20K | ﹤0.01% | 4580 |
|
|
2020
Q3 | – | Sell |
-2,720
| Closed | -$149K | – | 4774 |
|
|
2020
Q2 | $149K | Buy |
2,720
+2,520
| +1,260% | +$138K | ﹤0.01% | 3803 |
|
|
2020
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 4463 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$11K | – | 4755 |
|
|
2019
Q2 | $11K | Sell |
200
-300
| -60% | -$16.5K | ﹤0.01% | 4621 |
|
|
2019
Q1 | $27K | Sell |
500
-1,000
| -67% | -$54K | ﹤0.01% | 4423 |
|
|
2018
Q4 | $73K | Hold |
1,500
| – | – | ﹤0.01% | 4150 |
|
|
2018
Q3 | $82K | Hold |
1,500
| – | – | ﹤0.01% | 4189 |
|
|
2018
Q2 | $80K | Sell |
1,500
-2,500
| -63% | -$133K | ﹤0.01% | 4152 |
|
|
2018
Q1 | $214K | Hold |
4,000
| – | – | ﹤0.01% | 3696 |
|
|
2017
Q4 | $216K | Hold |
4,000
| – | – | ﹤0.01% | 3637 |
|
|
2017
Q3 | $213K | Hold |
4,000
| – | – | ﹤0.01% | 3442 |
|
|
2017
Q2 | $207K | Hold |
4,000
| – | – | ﹤0.01% | 3379 |
|
|
2017
Q1 | $200K | Hold |
4,000
| – | – | ﹤0.01% | 3487 |
|
|
2016
Q4 | $189K | Sell |
4,000
-1,400
| -26% | -$66.2K | ﹤0.01% | 3691 |
|
|
2016
Q3 | $256K | Hold |
5,400
| – | – | ﹤0.01% | 3185 |
|
|
2016
Q2 | $248K | Sell |
5,400
-1,000
| -16% | -$45.9K | ﹤0.01% | 3172 |
|
|
2016
Q1 | $290K | Buy |
6,400
+5,624
| +725% | +$255K | ﹤0.01% | 3058 |
|
|
2015
Q4 | $34K | Buy |
+776
| New | +$34K | ﹤0.01% | 3422 |
|