Larson Financial Group’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
Q2 | $80.9K | Sell |
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|
2025
Q1 | $74.8K | Buy |
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|
2024
Q4 | $43.5K | Buy |
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|
2024
Q3 | $44.2K | Buy |
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|
2024
Q2 | $41.6K | Buy |
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|
2024
Q1 | $735 | Hold |
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|
2023
Q4 | $691 | Hold |
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|
2023
Q3 | $635 | Hold |
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|
2023
Q2 | $663 | Sell |
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|
2023
Q1 | $7.06K | Buy |
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|
2022
Q4 | $2.93K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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