Larson Financial Group’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 | $80.9K | Sell |
970
-8
| -0.8% | -$667 | ﹤0.01% | 910 |
|
|
2025
Q1 | $74.8K | Buy |
978
+411
| +72% | +$31.5K | ﹤0.01% | 872 |
|
|
2024
Q4 | $43.5K | Buy |
567
+7
| +1% | +$537 | ﹤0.01% | 941 |
|
|
2024
Q3 | $44.2K | Buy |
560
+4
| +0.7% | +$316 | ﹤0.01% | 938 |
|
|
2024
Q2 | $41.6K | Buy |
556
+546
| +5,460% | +$40.8K | ﹤0.01% | 852 |
|
|
2024
Q1 | $735 | Hold |
10
| – | – | ﹤0.01% | 1496 |
|
|
2023
Q4 | $691 | Hold |
10
| – | – | ﹤0.01% | 1528 |
|
|
2023
Q3 | $635 | Hold |
10
| – | – | ﹤0.01% | 1551 |
|
|
2023
Q2 | $663 | Sell |
10
-101
| -91% | -$6.7K | ﹤0.01% | 1409 |
|
|
2023
Q1 | $7.06K | Buy |
111
+62
| +127% | +$3.94K | ﹤0.01% | 1013 |
|
|
2022
Q4 | $2.93K | Buy |
49
+39
| +390% | +$2.33K | ﹤0.01% | 1134 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1167 |
|
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1081 |
|