Kestra Private Wealth Services’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 | $6.93M | Buy |
83,109
+4,628
| +6% | +$386K | 0.1% | 230 |
|
|
2025
Q1 | $6M | Buy |
78,481
+8,051
| +11% | +$616K | 0.1% | 229 |
|
|
2024
Q4 | $5.4M | Buy |
70,430
+7,101
| +11% | +$544K | 0.09% | 227 |
|
|
2024
Q3 | $5M | Sell |
63,329
-756
| -1% | -$59.7K | 0.09% | 231 |
|
|
2024
Q2 | $4.79M | Buy |
64,085
+3,012
| +5% | +$225K | 0.1% | 225 |
|
|
2024
Q1 | $4.49M | Buy |
61,073
+9,942
| +19% | +$730K | 0.1% | 222 |
|
|
2023
Q4 | $3.53M | Buy |
+51,131
| New | +$3.53M | 0.09% | 241 |
|