Lane & 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
Q1 | $474K | Buy |
6,192
+129
| +2% | +$9.87K | 0.26% | 68 |
|
|
2024
Q4 | $476K | Sell |
6,063
-393
| -6% | -$30.8K | 0.25% | 67 |
|
|
2024
Q3 | $509K | Sell |
6,456
-38
| -0.6% | -$3K | 0.28% | 67 |
|
|
2024
Q2 | $486K | Buy |
6,494
+20
| +0.3% | +$1.5K | 0.29% | 66 |
|
|
2024
Q1 | $476K | Buy |
6,474
+25
| +0.4% | +$1.84K | 0.3% | 65 |
|
|
2023
Q4 | $445K | Buy |
6,449
+1,175
| +22% | +$81.1K | 0.32% | 64 |
|
|
2023
Q3 | $335K | Buy |
5,274
+60
| +1% | +$3.81K | 0.27% | 72 |
|
|
2023
Q2 | $346K | Sell |
5,214
-259
| -5% | -$17.2K | 0.28% | 69 |
|
|
2023
Q1 | $348K | Buy |
5,473
+1,423
| +35% | +$90.5K | 0.31% | 60 |
|
|
2022
Q4 | $242K | Buy |
+4,050
| New | +$242K | 0.23% | 79 |
|