Klingman & Associates’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 | $605K | Buy |
7,254
+1,175
| +19% | +$98K | 0.03% | 152 |
|
|
2025
Q1 | $465K | Hold |
6,079
| – | – | 0.03% | 164 |
|
|
2024
Q4 | $466K | Buy |
6,079
+475
| +8% | +$36.4K | 0.03% | 159 |
|
|
2024
Q3 | $442K | Hold |
5,604
| – | – | 0.03% | 171 |
|
|
2024
Q2 | $419K | Hold |
5,604
| – | – | 0.03% | 159 |
|
|
2024
Q1 | $412K | Hold |
5,604
| – | – | 0.03% | 166 |
|
|
2023
Q4 | $387K | Hold |
5,604
| – | – | 0.03% | 158 |
|
|
2023
Q3 | $356K | Buy |
+5,604
| New | +$356K | 0.03% | 161 |
|