Kestra Advisory Services’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
Q3 | $5.02M | Sell |
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|
2025
Q2 | $4.88M | Buy |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $2.24M | Sell |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $1.91M | Buy |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $2.45M | Sell |
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|
2022
Q3 | $11.6M | Buy |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $2.89M | Buy |
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|
2021
Q1 | $2.65M | Sell |
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|
2020
Q4 | $3.46M | Buy |
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|
2020
Q3 | $2.23M | Buy |
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